MSE
PLAN

MUFG Securities EMEA’s Anaplan, Inc. PLAN Stock Holding History

MUFG Securities EMEA’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
-77,000
Closed -$5.53M – 483
2020
Q4 		$5.53M Sell
77,000
-74,000
-49% -$4.81M 0.04% 207
2020
Q3 		$9.45M Sell
151,000
-299,000
-66% -$15.4M 0.09% 144
2020
Q2 		$20.4M Buy
+450,000
New +$18.8M 0.18% 103
2020
Q1 		– Sell
-60,600
Closed -$3.17M – 562
2019
Q4 		$3.17M Buy
+60,600
New +$3.01M 0.03% 328

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
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

MUFG Securities EMEA's PLAN Position: Q1 2021 in Review

MUFG Securities EMEA sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 77,000 shares — an estimated $5.53M sold.

MUFG Securities EMEA first reported a position in PLAN in Q4 2019 and held it in 4 quarters. The position peaked at $20.4M in Q2 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

  • MUFG Securities EMEA reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
  • MUFG Securities EMEA sold 77,000 Anaplan, Inc. shares in Q1 2021, an estimated $5.53M.
  • MUFG Securities EMEA first reported a position in Anaplan, Inc. in Q4 2019 and held it in 4 quarters.
  • MUFG Securities EMEA's Anaplan, Inc. position peaked at $20.4M in Q2 2020.
  • 304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on MUFG Securities EMEA's 13F filing for Q1 2021, filed 11 May 2021.