Levin Capital Strategies’s Anaplan, Inc. PLAN Stock Holding History

Levin Capital Strategies’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	-8,482	Closed	-$516K	–	454
2021 Q3	$516K	Sell	8,482 -1,028	-11%	-$61.2K	0.05%	165
2021 Q2	$507K	Buy	9,510 +510	+6%	+$28.4K	0.05%	160
2021 Q1	$485K	Buy	9,000 +4,000	+80%	+$270K	0.05%	150
2020 Q4	$359K	Sell	5,000 -12,000	-71%	-$780K	0.04%	189
2020 Q3	$1.06M	Buy	17,000 +7,000	+70%	+$361K	0.14%	88
2020 Q2	$453K	Buy	+10,000	New	+$419K	0.06%	108

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Levin Capital Strategies's PLAN Position: Q4 2021 in Review

Levin Capital Strategies sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 8,482 shares — an estimated $516K sold.

Levin Capital Strategies first reported a position in PLAN in Q2 2020 and held it in 6 quarters. The position peaked at $1.06M in Q3 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Levin Capital Strategies reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Levin Capital Strategies sold 8,482 Anaplan, Inc. shares in Q4 2021, an estimated $516K.
Levin Capital Strategies first reported a position in Anaplan, Inc. in Q2 2020 and held it in 6 quarters.
Levin Capital Strategies's Anaplan, Inc. position peaked at $1.06M in Q3 2020.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Levin Capital Strategies's 13F filing for Q4 2021, filed 15 Feb 2022.