Kiwi Wealth Investments Limited Partnership’s Anaplan, Inc. PLAN Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022 Q1	–	Sell	-15,882	Closed	-$728K	–	276
2021 Q4	$728K	Buy	15,882 +3,101	+24%	+$171K	0.03%	217
2021 Q3	$778K	Sell	12,781 -84,008	-87%	-$5M	0.04%	214
2021 Q2	$5.16M	Buy	96,789 +54,249	+128%	+$3.02M	0.27%	100
2021 Q1	$2.29M	Sell	42,540 -138,906	-77%	-$9.37M	0.13%	151
2020 Q4	$13M	Sell	181,446 -27,250	-13%	-$1.77M	0.77%	27
2020 Q3	$13.1M	Buy	208,696 +184,972	+780%	+$9.53M	0.91%	24
2020 Q2	$1.07M	Buy	+23,724	New	+$993K	0.09%	181
2020 Q1	–	Sell	-37,963	Closed	-$1.99M	–	220
2019 Q4	$1.99M	Sell	37,963 -15,084	-28%	-$748K	0.15%	142
2019 Q3	$2.49M	Hold	53,047	–	–	0.2%	123
2019 Q2	$2.68M	Sell	53,047 -1,665	-3%	-$68.8K	0.23%	109
2019 Q1	$2.15M	Hold	54,712	–	–	0.2%	129
2018 Q4	$1.45M	Buy	+54,712	New	+$1.35M	0.15%	143

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's PLAN Position: Q1 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 15,882 shares — an estimated $728K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PLAN in Q4 2018 and held it in 12 quarters. The position peaked at $13.1M in Q3 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 15,882 Anaplan, Inc. shares in Q1 2022, an estimated $728K.
Kiwi Wealth Investments Limited Partnership first reported a position in Anaplan, Inc. in Q4 2018 and held it in 12 quarters.
Kiwi Wealth Investments Limited Partnership's Anaplan, Inc. position peaked at $13.1M in Q3 2020.
335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2022, filed 17 May 2022.