Macquarie Group’s Anaplan, Inc. PLAN Stock Holding History

Macquarie Group’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	-4,079	Closed	-$266	–	2651
2022 Q1	$266	Sell	4,079 -1,931	-32%	-$94.1K	﹤0.01%	1764
2021 Q4	$276K	Sell	6,010 -599,275	-99%	-$33M	﹤0.01%	1712
2021 Q3	$36.9M	Sell	605,285 -335	-0.1%	-$19.9K	0.03%	598
2021 Q2	$32.3M	Buy	605,620 +403,873	+200%	+$22.5M	0.03%	658
2021 Q1	$10.9M	Sell	201,747 -152,613	-43%	-$10.3M	0.02%	694
2020 Q4	$25.5M	Buy	354,360 +82,088	+30%	+$5.34M	0.04%	461
2020 Q3	$17M	Buy	272,272 +267,842	+6,046%	+$13.8M	0.03%	519
2020 Q2	$201K	Buy	4,430 +1,630	+58%	+$68.3K	﹤0.01%	1547
2020 Q1	$85K	Sell	2,800 -86,188	-97%	-$4.3M	﹤0.01%	1679
2019 Q4	$4.66M	Buy	88,988 +18,124	+26%	+$899K	0.01%	823
2019 Q3	$3.33M	Buy	70,864 +40,715	+135%	+$2.21M	0.01%	871
2019 Q2	$1.52M	Buy	+30,149	New	+$1.25M	﹤0.01%	1095

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Macquarie Group's PLAN Position: Q2 2022 in Review

Macquarie Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 4,079 shares — an estimated $266 sold.

Macquarie Group first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $36.9M in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Macquarie Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Macquarie Group sold 4,079 Anaplan, Inc. shares in Q2 2022, an estimated $266.
Macquarie Group first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
Macquarie Group's Anaplan, Inc. position peaked at $36.9M in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Macquarie Group's 13F filing for Q2 2022, filed 15 Aug 2022.