O'Shaughnessy Asset Management’s Anaplan, Inc. PLAN Stock Holding History

O'Shaughnessy Asset Management’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 Q4	–	Sell	-705	Closed	-$43K	–	2762
2021 Q3	$43K	Buy	705 +672	+2,036%	+$40K	﹤0.01%	1708
2021 Q2	$2K	Buy	33 +24	+267%	+$1.34K	﹤0.01%	2356
2021 Q1	$0	Sell	9 -157	-95%	-$10.6K	﹤0.01%	2510
2020 Q4	$12K	Buy	166 +157	+1,744%	+$10.2K	﹤0.01%	1528
2020 Q3	$1K	Buy	+9	New	+$464	﹤0.01%	1836

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

O'Shaughnessy Asset Management's PLAN Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 705 shares — an estimated $43K sold.

O'Shaughnessy Asset Management first reported a position in PLAN in Q3 2020 and held it in 5 quarters. The position peaked at $43K in Q3 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 705 Anaplan, Inc. shares in Q4 2021, an estimated $43K.
O'Shaughnessy Asset Management first reported a position in Anaplan, Inc. in Q3 2020 and held it in 5 quarters.
O'Shaughnessy Asset Management's Anaplan, Inc. position peaked at $43K in Q3 2021.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.