Rafferty Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Rafferty Asset Management’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	-3,559	Closed	-$217K	–	1348
2021 Q3	$217K	Buy	+3,559	New	+$212K	﹤0.01%	1182
2021 Q2	–	Sell	-5,132	Closed	-$276K	–	1285
2021 Q1	$276K	Buy	+5,132	New	+$346K	﹤0.01%	1094

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Rafferty Asset Management's PLAN Position: Q4 2021 in Review

Rafferty Asset Management sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 3,559 shares — an estimated $217K sold.

Rafferty Asset Management first reported a position in PLAN in Q1 2021 and held it in 2 quarters. The position peaked at $276K in Q1 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

Rafferty Asset Management reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
Rafferty Asset Management sold 3,559 Anaplan, Inc. shares in Q4 2021, an estimated $217K.
Rafferty Asset Management first reported a position in Anaplan, Inc. in Q1 2021 and held it in 2 quarters.
Rafferty Asset Management's Anaplan, Inc. position peaked at $276K in Q1 2021.
275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Rafferty Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.