PP
PLAN

Paloma Partners’s Anaplan, Inc. PLAN Stock Holding History

Paloma Partners’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
2022
Q1 		– Sell
-15,072
Closed -$691K – 2427
2021
Q4 		$691K Sell
15,072
-59,353
-80% -$3.27M 0.01% 924
2021
Q3 		$4.53M Buy
74,425
+6,303
+9% +$375K 0.11% 112
2021
Q2 		$3.63M Sell
68,122
-8,374
-11% -$466K 0.07% 267
2021
Q1 		$4.12M Buy
76,496
+41,719
+120% +$2.81M 0.09% 188
2020
Q4 		$2.5M Buy
34,777
+10,717
+45% +$697K 0.07% 315
2020
Q3 		$1.51M Sell
24,060
-12,540
-34% -$646K 0.04% 496
2020
Q2 		$1.66M Sell
36,600
-8,098
-18% -$339K 0.03% 697
2020
Q1 		$1.35M Sell
44,698
-59,127
-57% -$2.95M 0.08% 220
2019
Q4 		$5.44M Buy
103,825
+59,192
+133% +$2.94M 0.08% 214
2019
Q3 		$2.1M Buy
+44,633
New +$2.42M 0.04% 410

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Paloma Partners's PLAN Position: Q1 2022 in Review

Paloma Partners sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 15,072 shares — an estimated $691K sold.

Paloma Partners first reported a position in PLAN in Q3 2019 and held it in 10 quarters. The position peaked at $5.44M in Q4 2019. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Paloma Partners reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 15,072 Anaplan, Inc. shares in Q1 2022, an estimated $691K.
  • Paloma Partners first reported a position in Anaplan, Inc. in Q3 2019 and held it in 10 quarters.
  • Paloma Partners's Anaplan, Inc. position peaked at $5.44M in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.