MSL
PLAN

Mackay Shields LLC’s Anaplan, Inc. PLAN Stock Holding History

Mackay Shields LLC’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
Q2 		– Sell
-17,986
Closed -$969K – 1452
2021
Q1 		$969K Sell
17,986
-4,589
-20% -$309K 0.01% 1005
2020
Q4 		$1.62M Sell
22,575
-2,593
-10% -$169K 0.01% 923
2020
Q3 		$1.57M Buy
25,168
+874
+4% +$45K 0.01% 884
2020
Q2 		$1.1M Buy
24,294
+7,523
+45% +$315K 0.01% 990
2020
Q1 		$507K Buy
+16,771
New +$836K ﹤0.01% 1124

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Mackay Shields LLC's PLAN Position: Q2 2021 in Review

Mackay Shields LLC sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 17,986 shares — an estimated $969K sold.

Mackay Shields LLC first reported a position in PLAN in Q1 2020 and held it in 5 quarters. The position peaked at $1.62M in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Mackay Shields LLC reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 17,986 Anaplan, Inc. shares in Q2 2021, an estimated $969K.
  • Mackay Shields LLC first reported a position in Anaplan, Inc. in Q1 2020 and held it in 5 quarters.
  • Mackay Shields LLC's Anaplan, Inc. position peaked at $1.62M in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.