Meitav Investment House’s Anaplan, Inc. PLAN Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-2,819	Closed	-$203K	–	503
2020 Q4	$203K	Buy	+2,819	New	+$183K	0.01%	401
2020 Q1	–	Sell	-5,632	Closed	-$295K	–	471
2019 Q4	$295K	Sell	5,632 -163	-3%	-$8.09K	0.02%	332
2019 Q3	$285K	Sell	5,795 -2,485	-30%	-$135K	0.02%	347
2019 Q2	$411K	Buy	+8,280	New	+$342K	0.03%	261

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Meitav Investment House's PLAN Position: Q1 2021 in Review

Meitav Investment House sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 2,819 shares — an estimated $203K sold.

Meitav Investment House first reported a position in PLAN in Q2 2019 and held it in 4 quarters. The position peaked at $411K in Q2 2019. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Meitav Investment House reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Meitav Investment House sold 2,819 Anaplan, Inc. shares in Q1 2021, an estimated $203K.
Meitav Investment House first reported a position in Anaplan, Inc. in Q2 2019 and held it in 4 quarters.
Meitav Investment House's Anaplan, Inc. position peaked at $411K in Q2 2019.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.