Lee Capital Holdings’s Anaplan, Inc. PLAN Stock Holding History

Lee Capital Holdings’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 Q2	–	Sell	-18,195	Closed	-$980K	–	99
2021 Q1	$980K	Buy	+18,195	New	+$1.23M	0.43%	63

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

BCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Lee Capital Holdings's PLAN Position: Q2 2021 in Review

Lee Capital Holdings sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 18,195 shares — an estimated $980K sold.

Lee Capital Holdings first reported a position in PLAN in Q1 2021 and held it in 1 quarter. The position peaked at $980K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

Lee Capital Holdings reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
Lee Capital Holdings sold 18,195 Anaplan, Inc. shares in Q2 2021, an estimated $980K.
Lee Capital Holdings first reported a position in Anaplan, Inc. in Q1 2021 and held it in 1 quarter.
Lee Capital Holdings's Anaplan, Inc. position peaked at $980K in Q1 2021.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Lee Capital Holdings's 13F filing for Q2 2021, filed 16 Aug 2021.