PAMU
PLAN

Pictet Asset Management (UK)’s Anaplan, Inc. PLAN Stock Holding History

Pictet Asset Management (UK)’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
Q2 		$426K Sell
7,995
-505
-6% -$28.1K ﹤0.01% 1286
2021
Q1 		$458K Sell
8,500
-1,300
-13% -$87.7K ﹤0.01% 1234
2020
Q4 		$704K Buy
9,800
+800
+9% +$52K ﹤0.01% 1080
2020
Q3 		$563K Buy
+9,000
New +$464K ﹤0.01% 1045

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Pictet Asset Management (UK)'s PLAN Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Anaplan, Inc. (PLAN) stake by 5.9% in Q2 2021, selling an estimated $28.1K and leaving 7,995 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Pictet Asset Management (UK) first reported a position in PLAN in Q3 2020 and has held it in 4 quarters since. The position peaked at $704K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Pictet Asset Management (UK) held 7,995 shares of Anaplan, Inc. worth $426K as of Q2 2021.
  • Pictet Asset Management (UK) sold 505 Anaplan, Inc. shares in Q2 2021, an estimated $28.1K.
  • Anaplan, Inc. made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1286 holding.
  • Pictet Asset Management (UK) first reported a position in Anaplan, Inc. in Q3 2020 and has held it in 4 quarters since.
  • Pictet Asset Management (UK)'s Anaplan, Inc. position peaked at $704K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.