Sageworth Trust’s Anaplan, Inc. PLAN Stock Holding History

Sageworth Trust’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
2019 Q4	–	Sell	-117	Closed	-$5K	–	212
2019 Q3	$5K	Hold	117	–	–	﹤0.01%	160
2019 Q2	$6K	Buy	+117	New	+$4.84K	﹤0.01%	162

Other funds holding PLAN

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCAI

Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sageworth Trust's PLAN Position: Q4 2019 in Review

Sageworth Trust sold out of Anaplan, Inc. (PLAN) in Q4 2019, closing a stake of 117 shares — an estimated $5K sold.

Sageworth Trust first reported a position in PLAN in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 252 funds tracked by Wall St. Rank hold PLAN as of Q4 2019.

Sageworth Trust reported no remaining Anaplan, Inc. position as of Q4 2019 after selling out during the quarter.
Sageworth Trust sold 117 Anaplan, Inc. shares in Q4 2019, an estimated $5K.
Sageworth Trust first reported a position in Anaplan, Inc. in Q2 2019 and held it in 2 quarters.
Sageworth Trust's Anaplan, Inc. position peaked at $6K in Q2 2019.
252 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2019.

Based on Sageworth Trust's 13F filing for Q4 2019, filed 28 Jan 2020.