OCM
PLAN

Osterweis Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Osterweis Capital 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
2020
Q1 		– Sell
-74,345
Closed -$3.9M – 132
2019
Q4 		$3.9M Buy
+74,345
New +$3.69M 0.27% 69

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Osterweis Capital Management's PLAN Position: Q1 2020 in Review

Osterweis Capital Management sold out of Anaplan, Inc. (PLAN) in Q1 2020, closing a stake of 74,345 shares — an estimated $3.9M sold.

Osterweis Capital Management first reported a position in PLAN in Q4 2019 and held it in 1 quarter. The position peaked at $3.9M in Q4 2019. 230 funds tracked by Wall St. Rank hold PLAN as of Q1 2020.

  • Osterweis Capital Management reported no remaining Anaplan, Inc. position as of Q1 2020 after selling out during the quarter.
  • Osterweis Capital Management sold 74,345 Anaplan, Inc. shares in Q1 2020, an estimated $3.9M.
  • Osterweis Capital Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 1 quarter.
  • Osterweis Capital Management's Anaplan, Inc. position peaked at $3.9M in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2020.

Based on Osterweis Capital Management's 13F filing for Q1 2020, filed 15 May 2020.