JIR
PLAN

James Investment Research’s Anaplan, Inc. PLAN Stock Holding History

James Investment Research’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,223
Closed -$196K – 535
2021
Q3 		$196K Buy
+3,223
New +$192K 0.02% 280
2020
Q2 		– Sell
-3,322
Closed -$101K – 498
2020
Q1 		$101K Buy
+3,322
New +$166K 0.01% 265

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

James Investment Research's PLAN Position: Q4 2021 in Review

James Investment Research sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 3,223 shares — an estimated $196K sold.

James Investment Research first reported a position in PLAN in Q1 2020 and held it in 2 quarters. The position peaked at $196K in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • James Investment Research reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • James Investment Research sold 3,223 Anaplan, Inc. shares in Q4 2021, an estimated $196K.
  • James Investment Research first reported a position in Anaplan, Inc. in Q1 2020 and held it in 2 quarters.
  • James Investment Research's Anaplan, Inc. position peaked at $196K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on James Investment Research's 13F filing for Q4 2021, filed 28 Jan 2022.