Marshall Wace
PLAN

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

Marshall Wace’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
-711,108
Closed -$46.3M – 4050
2022
Q1 		$46.3M Buy
711,108
+190,989
+37% +$9.3M 0.09% 250
2021
Q4 		$23.8M Buy
520,119
+239,283
+85% +$13.2M 0.04% 430
2021
Q3 		$17.1M Sell
280,836
-118,559
-30% -$7.06M 0.07% 317
2021
Q2 		$21.3M Buy
399,395
+351,016
+726% +$19.5M 0.1% 222
2021
Q1 		$2.6M Sell
48,379
-92,893
-66% -$6.26M 0.01% 1179
2020
Q4 		$10.2M Buy
141,272
+130,427
+1,203% +$8.48M 0.06% 346
2020
Q3 		$679K Buy
+10,845
New +$559K ﹤0.01% 1151
2020
Q2 		– Sell
-87,699
Closed -$2.65M – 2081
2020
Q1 		$2.65M Buy
87,699
+77,763
+783% +$3.88M 0.03% 536
2019
Q4 		$521K Buy
+9,936
New +$493K ﹤0.01% 1151

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Marshall Wace's PLAN Position: Q2 2022 in Review

Marshall Wace sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 711,108 shares — an estimated $46.3M sold.

Marshall Wace first reported a position in PLAN in Q4 2019 and held it in 9 quarters. The position peaked at $46.3M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Marshall Wace reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Marshall Wace sold 711,108 Anaplan, Inc. shares in Q2 2022, an estimated $46.3M.
  • Marshall Wace first reported a position in Anaplan, Inc. in Q4 2019 and held it in 9 quarters.
  • Marshall Wace's Anaplan, Inc. position peaked at $46.3M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Marshall Wace's 13F filing for Q2 2022, filed 15 Aug 2022.