JG
PLAN

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
-78,300
Closed -$4.77M – 2141
2021
Q3 		$4.77M Buy
78,300
+73,300
+1,466% +$4.36M 0.03% 451
2021
Q2 		$267K Sell
5,000
-30,000
-86% -$1.67M ﹤0.01% 1336
2021
Q1 		$1.88M Buy
+35,000
New +$2.36M 0.02% 708

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 $704M AUM 6.25% 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

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.