QP
PLAN

Quilter Plc’s Anaplan, Inc. PLAN Stock Holding History

Quilter Plc’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
Q4 		– Sell
-4,215
Closed -$257K – 339
2021
Q3 		$257K Hold
4,215
– – 0.01% 249
2021
Q2 		$225K Hold
4,215
– – 0.01% 281
2021
Q1 		$227K Sell
4,215
-434
-9% -$29.3K 0.01% 286
2020
Q4 		$334K Buy
4,649
+511
+12% +$33.2K 0.01% 201
2020
Q3 		$259K Buy
+4,138
New +$213K 0.01% 212

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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Quilter Plc's PLAN Position: Q4 2021 in Review

Quilter Plc sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 4,215 shares — an estimated $257K sold.

Quilter Plc first reported a position in PLAN in Q3 2020 and held it in 5 quarters. The position peaked at $334K in Q4 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Quilter Plc reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • Quilter Plc sold 4,215 Anaplan, Inc. shares in Q4 2021, an estimated $257K.
  • Quilter Plc first reported a position in Anaplan, Inc. in Q3 2020 and held it in 5 quarters.
  • Quilter Plc's Anaplan, Inc. position peaked at $334K in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Quilter Plc's 13F filing for Q4 2021, filed 14 Feb 2022.