Morgan Stanley’s Anaplan, Inc. PLAN Stock Holding History

Morgan Stanley’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	-585,017	Closed	-$38.1M	–	8248
2022 Q1	$38.1M	Sell	585,017 -4,013,798	-87%	-$196M	0.01%	1493
2021 Q4	$211M	Buy	4,598,815 +2,962,028	+181%	+$163M	0.03%	544
2021 Q3	$99.7M	Sell	1,636,787 -602,927	-27%	-$35.9M	0.01%	847
2021 Q2	$119M	Sell	2,239,714 -2,198,817	-50%	-$122M	0.02%	758
2021 Q1	$239M	Sell	4,438,531 -1,581,806	-26%	-$107M	0.04%	433
2020 Q4	$433M	Buy	6,020,337 +5,721,157	+1,912%	+$372M	0.07%	251
2020 Q3	$18.7M	Sell	299,180 -444,640	-60%	-$22.9M	﹤0.01%	1533
2020 Q2	$33.7M	Sell	743,820 -96,057	-11%	-$4.02M	0.01%	1071
2020 Q1	$25.4M	Sell	839,877 -8,355	-1%	-$417K	0.01%	1122
2019 Q4	$44.4M	Sell	848,232 -117,751	-12%	-$5.84M	0.01%	1018
2019 Q3	$45.4M	Buy	965,983 +76,018	+9%	+$4.13M	0.01%	914
2019 Q2	$44.9M	Buy	889,965 +481,572	+118%	+$19.9M	0.01%	912
2019 Q1	$16.1M	Buy	408,393 +371,127	+996%	+$12.5M	﹤0.01%	1611
2018 Q4	$989K	Buy	+37,266	New	+$921K	﹤0.01%	4285

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley's PLAN Position: Q2 2022 in Review

Morgan Stanley sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 585,017 shares — an estimated $38.1M sold.

Morgan Stanley first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $433M in Q4 2020. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Morgan Stanley reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Morgan Stanley sold 585,017 Anaplan, Inc. shares in Q2 2022, an estimated $38.1M.
Morgan Stanley first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
Morgan Stanley's Anaplan, Inc. position peaked at $433M in Q4 2020.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Morgan Stanley's 13F filing for Q2 2022, filed 15 Aug 2022.