Lombard Odier Asset Management (USA)’s Anaplan, Inc. PLAN Stock Holding History

Lombard Odier Asset Management (USA)’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	-80,000	Closed	-$5.2M	–	490
2022 Q1	$5.2M	Sell	80,000 -5,000	-6%	-$244K	0.19%	83
2021 Q4	$3.9M	Buy	85,000 +40,000	+89%	+$2.21M	0.15%	78
2021 Q3	$2.74M	Buy	+45,000	New	+$2.68M	0.12%	109
2020 Q2	–	Sell	-150,000	Closed	-$4.54M	–	295
2020 Q1	$4.54M	Buy	150,000 +50,000	+50%	+$2.49M	0.47%	55
2019 Q4	$5.24M	Sell	100,000 -57,271	-36%	-$2.84M	0.47%	59
2019 Q3	$7.39M	Sell	157,271 -127,729	-45%	-$6.93M	0.71%	49
2019 Q2	$14.4M	Buy	+285,000	New	+$11.8M	1.16%	27

Other funds holding PLAN

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

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

Lombard Odier Asset Management (USA)'s PLAN Position: Q2 2022 in Review

Lombard Odier Asset Management (USA) sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 80,000 shares — an estimated $5.2M sold.

Lombard Odier Asset Management (USA) first reported a position in PLAN in Q2 2019 and held it in 7 quarters. The position peaked at $14.4M in Q2 2019. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Lombard Odier Asset Management (USA) reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 80,000 Anaplan, Inc. shares in Q2 2022, an estimated $5.2M.
Lombard Odier Asset Management (USA) first reported a position in Anaplan, Inc. in Q2 2019 and held it in 7 quarters.
Lombard Odier Asset Management (USA)'s Anaplan, Inc. position peaked at $14.4M in Q2 2019.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q2 2022, filed 15 Aug 2022.