Mackenzie Financial’s Anaplan, Inc. PLAN Stock Holding History

Mackenzie Financial’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 Q1	–	Sell	-102,425	Closed	-$4.7M	–	1530
2021 Q4	$4.7M	Sell	102,425 -39,830	-28%	-$2.2M	0.01%	590
2021 Q3	$8.66M	Buy	142,255 +2,201	+2%	+$131K	0.01%	485
2021 Q2	$7.46M	Buy	140,054 +1,137	+0.8%	+$63.3K	0.01%	497
2021 Q1	$7.48M	Buy	138,917 +127,146	+1,080%	+$8.57M	0.01%	468
2020 Q4	$846K	Buy	+11,771	New	+$765K	﹤0.01%	741

Other funds holding PLAN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mackenzie Financial's PLAN Position: Q1 2022 in Review

Mackenzie Financial sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 102,425 shares — an estimated $4.7M sold.

Mackenzie Financial first reported a position in PLAN in Q4 2020 and held it in 5 quarters. The position peaked at $8.66M in Q3 2021. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

Mackenzie Financial reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
Mackenzie Financial sold 102,425 Anaplan, Inc. shares in Q1 2022, an estimated $4.7M.
Mackenzie Financial first reported a position in Anaplan, Inc. in Q4 2020 and held it in 5 quarters.
Mackenzie Financial's Anaplan, Inc. position peaked at $8.66M in Q3 2021.
335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Mackenzie Financial's 13F filing for Q1 2022, filed 13 May 2022.