SP
PLAN
Sarasin & Partners’s Anaplan, Inc. PLAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$986K | 0.01% | 92 |
|
|
2021
Q3 | $3.47M | Hold |
56,930
| – | – | 0.04% | 92 |
|
|
2021
Q2 | $3.03M | Buy |
56,930
+7,677
| +16% | +$409K | 0.03% | 97 |
|
|
2021
Q1 | $2.65M | Buy |
49,253
+6,652
| +16% | +$358K | 0.03% | 91 |
|
|
2020
Q4 | $3.06M | Hold |
42,601
| – | – | 0.04% | 93 |
|
|
2020
Q3 | $2.67M | Sell |
42,601
-45,833
| -52% | -$2.87M | 0.04% | 93 |
|
|
2020
Q2 | $4.01M | Buy |
+88,434
| New | +$4.01M | 0.06% | 94 |
|