Massachusetts Financial Services
PLAN

Massachusetts Financial Services’s Anaplan, Inc. PLAN Stock Holding History

Massachusetts Financial Services’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
Q2 		– Sell
-4,269
Closed -$230K – 952
2021
Q1 		$230K Buy
+4,269
New +$288K ﹤0.01% 905

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 $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Massachusetts Financial Services's PLAN Position: Q2 2021 in Review

Massachusetts Financial Services sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 4,269 shares — an estimated $230K sold.

Massachusetts Financial Services first reported a position in PLAN in Q1 2021 and held it in 1 quarter. The position peaked at $230K in Q1 2021. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Massachusetts Financial Services reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Massachusetts Financial Services sold 4,269 Anaplan, Inc. shares in Q2 2021, an estimated $230K.
  • Massachusetts Financial Services first reported a position in Anaplan, Inc. in Q1 2021 and held it in 1 quarter.
  • Massachusetts Financial Services's Anaplan, Inc. position peaked at $230K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Massachusetts Financial Services's 13F filing for Q2 2021, filed 13 Aug 2021.