Sante Capital Fund’s Anaplan, Inc. PLAN Stock Holding History

Sante Capital Fund’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 Q3	–	Sell	-22,896	Closed	-$1.22M	–	130
2021 Q2	$1.22M	Buy	+22,896	New	+$1.27M	0.5%	47

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Sante Capital Fund's PLAN Position: Q3 2021 in Review

Sante Capital Fund sold out of Anaplan, Inc. (PLAN) in Q3 2021, closing a stake of 22,896 shares — an estimated $1.22M sold.

Sante Capital Fund first reported a position in PLAN in Q2 2021 and held it in 1 quarter. The position peaked at $1.22M in Q2 2021. 313 funds tracked by Wall St. Rank hold PLAN as of Q3 2021.

Sante Capital Fund reported no remaining Anaplan, Inc. position as of Q3 2021 after selling out during the quarter.
Sante Capital Fund sold 22,896 Anaplan, Inc. shares in Q3 2021, an estimated $1.22M.
Sante Capital Fund first reported a position in Anaplan, Inc. in Q2 2021 and held it in 1 quarter.
Sante Capital Fund's Anaplan, Inc. position peaked at $1.22M in Q2 2021.
313 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2021.

Based on Sante Capital Fund's 13F filing for Q3 2021, filed 15 Nov 2021.