SEI Investments’s Anaplan, Inc. PLAN Stock Holding History

SEI Investments’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	-67,601	Closed	-$4.4M	–	2762
2022 Q1	$4.4M	Sell	67,601 -71,974	-52%	-$3.51M	0.01%	1169
2021 Q4	$6.4M	Sell	139,575 -463,928	-77%	-$25.6M	0.01%	1008
2021 Q3	$36.7M	Buy	603,503 +9,881	+2%	+$588K	0.08%	270
2021 Q2	$31.6M	Buy	593,622 +8,977	+2%	+$500K	0.07%	275
2021 Q1	$31.5M	Buy	584,645 +150,169	+35%	+$10.1M	0.08%	251
2020 Q4	$31.2M	Sell	434,476 -19,129	-4%	-$1.24M	0.08%	238
2020 Q3	$28.4M	Buy	+453,605	New	+$23.4M	0.08%	232
2020 Q1	–	Sell	-8,443	Closed	-$439K	–	2473
2019 Q4	$439K	Sell	8,443 -48,624	-85%	-$2.41M	﹤0.01%	1992
2019 Q3	$2.68M	Buy	57,067 +6,279	+12%	+$341K	0.01%	1203
2019 Q2	$2.56M	Buy	50,788 +33,694	+197%	+$1.39M	0.01%	1218
2019 Q1	$673K	Buy	+17,094	New	+$575K	﹤0.01%	1744

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

SEI Investments's PLAN Position: Q2 2022 in Review

SEI Investments sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 67,601 shares — an estimated $4.4M sold.

SEI Investments first reported a position in PLAN in Q1 2019 and held it in 11 quarters. The position peaked at $36.7M in Q3 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

SEI Investments reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
SEI Investments sold 67,601 Anaplan, Inc. shares in Q2 2022, an estimated $4.4M.
SEI Investments first reported a position in Anaplan, Inc. in Q1 2019 and held it in 11 quarters.
SEI Investments's Anaplan, Inc. position peaked at $36.7M in Q3 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on SEI Investments's 13F filing for Q2 2022, filed 15 Aug 2022.