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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

BCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Lisanti Capital Growth's PLAN Position: Q1 2021 in Review

Lisanti Capital Growth sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 20,775 shares — an estimated $1.49M sold.

Lisanti Capital Growth first reported a position in PLAN in Q1 2019 and held it in 5 quarters. The position peaked at $6.6M in Q2 2019. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Lisanti Capital Growth reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Lisanti Capital Growth sold 20,775 Anaplan, Inc. shares in Q1 2021, an estimated $1.49M.
Lisanti Capital Growth first reported a position in Anaplan, Inc. in Q1 2019 and held it in 5 quarters.
Lisanti Capital Growth's Anaplan, Inc. position peaked at $6.6M in Q2 2019.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Lisanti Capital Growth's 13F filing for Q1 2021, filed 12 May 2021.