Manning & Napier Group’s Anaplan, Inc. PLAN Stock Holding History

Manning & Napier 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	-550,754	Closed	-$35.8M	–	315
2022 Q1	$35.8M	Sell	550,754 -1,228,741	-69%	-$59.9M	0.34%	74
2021 Q4	$81.6M	Buy	1,779,495 +1,712,735	+2,566%	+$94.4M	0.68%	48
2021 Q3	$4.06M	Buy	+66,760	New	+$3.97M	0.03%	242
2021 Q1	–	Sell	-23,595	Closed	-$1.69M	–	288
2020 Q4	$1.69M	Sell	23,595 -13,991	-37%	-$910K	0.02%	259
2020 Q3	$2.35M	Sell	37,586 -2,195	-6%	-$113K	0.02%	246
2020 Q2	$1.8M	Buy	+39,781	New	+$1.67M	0.02%	254

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

Manning & Napier Group's PLAN Position: Q2 2022 in Review

Manning & Napier Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 550,754 shares — an estimated $35.8M sold.

Manning & Napier Group first reported a position in PLAN in Q2 2020 and held it in 6 quarters. The position peaked at $81.6M in Q4 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Manning & Napier Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Manning & Napier Group sold 550,754 Anaplan, Inc. shares in Q2 2022, an estimated $35.8M.
Manning & Napier Group first reported a position in Anaplan, Inc. in Q2 2020 and held it in 6 quarters.
Manning & Napier Group's Anaplan, Inc. position peaked at $81.6M in Q4 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Manning & Napier Group's 13F filing for Q2 2022, filed 12 Jul 2022.