OIS
PLAN

Okabena Investment Services’s Anaplan, Inc. PLAN Stock Holding History

Okabena Investment Services’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
2020
Q2 		– Sell
-18,498
Closed -$560K – 94
2020
Q1 		$560K Buy
+18,498
New +$922K 0.64% 50

Other funds holding PLAN

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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return

Okabena Investment Services's PLAN Position: Q2 2020 in Review

Okabena Investment Services sold out of Anaplan, Inc. (PLAN) in Q2 2020, closing a stake of 18,498 shares — an estimated $560K sold.

Okabena Investment Services first reported a position in PLAN in Q1 2020 and held it in 1 quarter. The position peaked at $560K in Q1 2020. 261 funds tracked by Wall St. Rank hold PLAN as of Q2 2020.

  • Okabena Investment Services reported no remaining Anaplan, Inc. position as of Q2 2020 after selling out during the quarter.
  • Okabena Investment Services sold 18,498 Anaplan, Inc. shares in Q2 2020, an estimated $560K.
  • Okabena Investment Services first reported a position in Anaplan, Inc. in Q1 2020 and held it in 1 quarter.
  • Okabena Investment Services's Anaplan, Inc. position peaked at $560K in Q1 2020.
  • 261 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2020.

Based on Okabena Investment Services's 13F filing for Q2 2020, filed 10 Aug 2020.