Segall Bryant & Hamill’s Anaplan, Inc. PLAN Stock Holding History

Segall Bryant & Hamill’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 Q2	–	Sell	-348,499	Closed	-$22.7M	–	761
2022 Q1	$22.7M	Buy	348,499 +20,516	+6%	+$999K	0.22%	126
2021 Q4	$15M	Buy	327,983 +35,403	+12%	+$1.95M	0.14%	171
2021 Q3	$17.8M	Buy	292,580 +6,009	+2%	+$358K	0.17%	149
2021 Q2	$15.3M	Buy	286,571 +61,915	+28%	+$3.45M	0.15%	168
2021 Q1	$12.1M	Buy	224,656 +14,460	+7%	+$975K	0.12%	191
2020 Q4	$15.1M	Buy	210,196 +40,412	+24%	+$2.63M	0.17%	152
2020 Q3	$10.6M	Buy	169,784 +96,139	+131%	+$4.95M	0.14%	159
2020 Q2	$3.33M	Buy	73,645 +59,185	+409%	+$2.48M	0.06%	273
2020 Q1	$438K	Sell	14,460 -1,613	-10%	-$80.4K	0.01%	614
2019 Q4	$842K	Buy	16,073 +7,047	+78%	+$350K	0.01%	556
2019 Q3	$425K	Buy	+9,026	New	+$490K	0.01%	680

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Segall Bryant & Hamill's PLAN Position: Q2 2022 in Review

Segall Bryant & Hamill sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 348,499 shares — an estimated $22.7M sold.

Segall Bryant & Hamill first reported a position in PLAN in Q3 2019 and held it in 11 quarters. The position peaked at $22.7M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Segall Bryant & Hamill reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Segall Bryant & Hamill sold 348,499 Anaplan, Inc. shares in Q2 2022, an estimated $22.7M.
Segall Bryant & Hamill first reported a position in Anaplan, Inc. in Q3 2019 and held it in 11 quarters.
Segall Bryant & Hamill's Anaplan, Inc. position peaked at $22.7M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Segall Bryant & Hamill's 13F filing for Q2 2022, filed 15 Aug 2022.