PPA
PLAN

Parametric Portfolio Associates’s Anaplan, Inc. PLAN Stock Holding History

Parametric Portfolio Associates’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 		$13.3M Buy
204,313
+53,299
+35% +$2.6M 0.01% 1190
2021
Q4 		$6.92M Sell
151,014
-28,670
-16% -$1.58M ﹤0.01% 1641
2021
Q3 		$10.9M Buy
179,684
+23,429
+15% +$1.39M 0.01% 1290
2021
Q2 		$8.33M Buy
156,255
+29,187
+23% +$1.62M ﹤0.01% 1512
2021
Q1 		$6.84M Buy
127,068
+36,650
+41% +$2.47M ﹤0.01% 1950
2020
Q4 		$6.5M Buy
90,418
+15,242
+20% +$991K ﹤0.01% 1898
2020
Q3 		$4.71M Buy
75,176
+2,865
+4% +$148K ﹤0.01% 1942
2020
Q2 		$3.28M Buy
72,311
+4,930
+7% +$206K ﹤0.01% 2178
2020
Q1 		$2.04M Sell
67,381
-36,272
-35% -$1.81M ﹤0.01% 2363
2019
Q4 		$5.43M Buy
103,653
+14,334
+16% +$711K ﹤0.01% 2008
2019
Q3 		$4.2M Buy
89,319
+46,987
+111% +$2.55M ﹤0.01% 2146
2019
Q2 		$2.14M Buy
42,332
+11,376
+37% +$470K ﹤0.01% 2629
2019
Q1 		$1.22M Buy
+30,956
New +$1.04M ﹤0.01% 2928

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 $2.3T AUM 54.33% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parametric Portfolio Associates's PLAN Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Anaplan, Inc. (PLAN) stake by 35% in Q1 2022, buying an estimated $2.6M and bringing the position to 204,313 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #1190.

Parametric Portfolio Associates first reported a position in PLAN in Q1 2019 and has held it in 13 quarters since. 336 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Parametric Portfolio Associates held 204,313 shares of Anaplan, Inc. worth $13.3M as of Q1 2022.
  • Parametric Portfolio Associates bought 53,299 Anaplan, Inc. shares in Q1 2022, an estimated $2.6M.
  • Anaplan, Inc. made up 0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1190 holding.
  • Parametric Portfolio Associates first reported a position in Anaplan, Inc. in Q1 2019 and has held it in 13 quarters since.
  • 336 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.