Nuveen’s Anaplan, Inc. PLAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-561,613
Closed -$36.3M 3611
2022
Q1
$36.3M Sell
561,613
-733,917
-57% -$35.8M 0.01% 805
2021
Q4
$59.4M Sell
1,295,530
-972,303
-43% -$53.6M 0.02% 598
2021
Q3
$138M Sell
2,267,833
-1,433,274
-39% -$85.3M 0.04% 358
2021
Q2
$197M Buy
3,701,107
+610,324
+20% +$34M 0.06% 301
2021
Q1
$166M Buy
3,090,783
+617,929
+25% +$41.7M 0.05% 312
2020
Q4
$178M Buy
2,472,854
+665,553
+37% +$43.3M 0.06% 281
2020
Q3
$113M Sell
1,807,301
-2,964
-0.2% -$153K 0.04% 340
2020
Q2
$82M Buy
1,810,265
+246,155
+16% +$10.3M 0.03% 419
2020
Q1
$47.3M Buy
1,564,110
+389,841
+33% +$19.4M 0.02% 514
2019
Q4
$61.5M Sell
1,174,269
-698,764
-37% -$34.7M 0.02% 587
2019
Q3
$88M Sell
1,873,033
-478,051
-20% -$25.9M 0.04% 432
2019
Q2
$119M Buy
+2,351,084
New +$97.2M 0.05% 381

Other funds holding PLAN

Nuveen's PLAN Position: Q2 2022 in Review

Nuveen sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 561,613 shares — an estimated $36.3M sold.

Nuveen first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $197M in Q2 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Nuveen reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Nuveen sold 561,613 Anaplan, Inc. shares in Q2 2022, an estimated $36.3M.
  • Nuveen first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
  • Nuveen's Anaplan, Inc. position peaked at $197M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

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