Jefferies Group’s Anaplan, Inc. PLAN Stock Holding History

Jefferies Group’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	-45,560	Closed	-$2.77M	–	2142
2021 Q3	$2.77M	Sell	45,560 -54,489	-54%	-$3.24M	0.02%	634
2021 Q2	$5.33M	Sell	100,049 -31,543	-24%	-$1.76M	0.03%	441
2021 Q1	$7.09M	Buy	+131,592	New	+$8.87M	0.06%	274
2020 Q2	–	Sell	-7,176	Closed	-$217K	–	2215
2020 Q1	$217K	Buy	+7,176	New	+$358K	﹤0.01%	1654
2019 Q3	–	Sell	-10,200	Closed	-$515K	–	3165
2019 Q2	$515K	Buy	+10,200	New	+$422K	﹤0.01%	1652

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Jefferies Group's PLAN Position: Q4 2021 in Review

Jefferies Group sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 45,560 shares — an estimated $2.77M sold.

Jefferies Group first reported a position in PLAN in Q2 2019 and held it in 5 quarters. The position peaked at $7.09M in Q1 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Jefferies Group reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Jefferies Group sold 45,560 Anaplan, Inc. shares in Q4 2021, an estimated $2.77M.
Jefferies Group first reported a position in Anaplan, Inc. in Q2 2019 and held it in 5 quarters.
Jefferies Group's Anaplan, Inc. position peaked at $7.09M in Q1 2021.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.