JG
PLAN

Joel Greenblatt’s Anaplan, Inc. PLAN Stock Holding History

Joel Greenblatt’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
Q1 		– Sell
-3,070
Closed -$221K – 1135
2020
Q4 		$221K Sell
3,070
-22,225
-88% -$1.45M 0.01% 910
2020
Q3 		$1.58M Buy
+25,295
New +$1.3M 0.05% 420
2020
Q1 		– Sell
-10,756
Closed -$564K – 1261
2019
Q4 		$564K Buy
+10,756
New +$534K 0.01% 775
2019
Q3 		– Sell
-11,259
Closed -$568K – 1259
2019
Q2 		$568K Buy
11,259
+1,886
+20% +$78K 0.01% 764
2019
Q1 		$369K Buy
+9,373
New +$316K 0.01% 942

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Joel Greenblatt's PLAN Position: Q1 2021 in Review

Joel Greenblatt sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 3,070 shares — an estimated $221K sold.

Joel Greenblatt first reported a position in PLAN in Q1 2019 and held it in 5 quarters. The position peaked at $1.58M in Q3 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • Joel Greenblatt reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • Joel Greenblatt sold 3,070 Anaplan, Inc. shares in Q1 2021, an estimated $221K.
  • Joel Greenblatt first reported a position in Anaplan, Inc. in Q1 2019 and held it in 5 quarters.
  • Joel Greenblatt's Anaplan, Inc. position peaked at $1.58M in Q3 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Gotham Asset Management's 13F filing for Q1 2021, filed 17 May 2021.