SP
PLAN

Sarasin & Partners’s Anaplan, Inc. PLAN Stock Holding History

Sarasin & Partners’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
2022
Q1 		– Sell
-35,423
Closed -$1.62M – 102
2021
Q4 		$1.62M Sell
35,423
-21,507
-38% -$1.19M 0.01% 92
2021
Q3 		$3.47M Hold
56,930
– – 0.04% 92
2021
Q2 		$3.03M Buy
56,930
+7,677
+16% +$427K 0.03% 97
2021
Q1 		$2.65M Buy
49,253
+6,652
+16% +$449K 0.03% 91
2020
Q4 		$3.06M Hold
42,601
– – 0.04% 93
2020
Q3 		$2.67M Sell
42,601
-45,833
-52% -$2.36M 0.04% 93
2020
Q2 		$4.01M Buy
+88,434
New +$3.7M 0.06% 94

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sarasin & Partners's PLAN Position: Q1 2022 in Review

Sarasin & Partners sold out of Anaplan, Inc. (PLAN) in Q1 2022, closing a stake of 35,423 shares — an estimated $1.62M sold.

Sarasin & Partners first reported a position in PLAN in Q2 2020 and held it in 7 quarters. The position peaked at $4.01M in Q2 2020. 335 funds tracked by Wall St. Rank hold PLAN as of Q1 2022.

  • Sarasin & Partners reported no remaining Anaplan, Inc. position as of Q1 2022 after selling out during the quarter.
  • Sarasin & Partners sold 35,423 Anaplan, Inc. shares in Q1 2022, an estimated $1.62M.
  • Sarasin & Partners first reported a position in Anaplan, Inc. in Q2 2020 and held it in 7 quarters.
  • Sarasin & Partners's Anaplan, Inc. position peaked at $4.01M in Q2 2020.
  • 335 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2022.

Based on Sarasin & Partners's 13F filing for Q1 2022, filed 11 Apr 2022.