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 $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B 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 $761B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return