LCG
PLAN

Lisanti Capital Growth’s Anaplan, Inc. PLAN Stock Holding History

Lisanti Capital Growth’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
-20,775
Closed -$1.49M – 183
2020
Q4 		$1.49M Buy
+20,775
New +$1.35M 0.21% 114
2020
Q1 		– Sell
-39,508
Closed -$2.07M – 158
2019
Q4 		$2.07M Sell
39,508
-35,182
-47% -$1.75M 0.55% 74
2019
Q3 		$3.51M Sell
74,690
-56,135
-43% -$3.05M 1.14% 35
2019
Q2 		$6.6M Buy
130,825
+23,920
+22% +$989K 2.15% 7
2019
Q1 		$4.21M Buy
+106,905
New +$3.6M 1.49% 18

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return