LCS
PLAN

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
2022
Q2 		– Sell
-20,000
Closed -$1.3M – 376
2022
Q1 		$1.3M Buy
+20,000
New +$974K 0.13% 92

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
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.