MIFH
PLAN

Migdal Insurance & Financial Holdings’s Anaplan, Inc. PLAN Stock Holding History

Migdal Insurance & Financial Holdings’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
-903
Closed -$59K – 655
2022
Q1 		$59K Buy
903
+201
+29% +$9.79K ﹤0.01% 423
2021
Q4 		$33K Sell
702
-85
-11% -$4.69K ﹤0.01% 512
2021
Q3 		$48K Hold
787
– – ﹤0.01% 455
2021
Q2 		$42K Sell
787
-372
-32% -$20.7K ﹤0.01% 483
2021
Q1 		$62K Sell
1,159
-505
-30% -$34.1K ﹤0.01% 524
2020
Q4 		$120K Sell
1,664
-52,325
-97% -$3.4M ﹤0.01% 376
2020
Q3 		$3.38M Buy
53,989
+14,557
+37% +$750K 0.05% 166
2020
Q2 		$1.79M Buy
39,432
+21,661
+122% +$907K 0.03% 196
2020
Q1 		$538K Buy
17,771
+7,766
+78% +$387K 0.01% 224
2019
Q4 		$524K Buy
10,005
+53
+0.5% +$2.63K 0.01% 293
2019
Q3 		$468K Buy
9,952
+3,578
+56% +$194K 0.01% 333
2019
Q2 		$322K Buy
+6,374
New +$263K 0.01% 370

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PLAN Position: Q2 2022 in Review

Migdal Insurance & Financial Holdings sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 903 shares — an estimated $59K sold.

Migdal Insurance & Financial Holdings first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $3.38M in Q3 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Migdal Insurance & Financial Holdings reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 903 Anaplan, Inc. shares in Q2 2022, an estimated $59K.
  • Migdal Insurance & Financial Holdings first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
  • Migdal Insurance & Financial Holdings's Anaplan, Inc. position peaked at $3.38M in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.