MWNA
PLAN

Marshall Wace North America’s Anaplan, Inc. PLAN Stock Holding History

Marshall Wace North America’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
Q3 		$132M Buy
2,172,793
+364,365
+20% +$21.7M 0.57% 37
2021
Q2 		$96.4M Buy
1,808,428
+444,078
+33% +$24.7M 0.41% 54
2021
Q1 		$73.5M Buy
1,364,350
+1,316,276
+2,738% +$88.8M 0.31% 72
2020
Q4 		$3.46M Sell
48,074
-75,362
-61% -$4.9M 0.02% 624
2020
Q3 		$7.72M Buy
+123,436
New +$6.36M 0.05% 322
2019
Q2 		– Sell
-190
Closed -$7K – 1770
2019
Q1 		$7K Buy
+190
New +$6.4K ﹤0.01% 1478

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 $5.7T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return