SG3 Management’s Anaplan, Inc. PLAN Stock Holding History

SG3 Management’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	-5,000	Closed	-$325K	–	981
2022 Q1	$325K	Buy	+5,000	New	+$244K	0.01%	683
2021 Q1	–	Sell	-25,000	Closed	-$1.8M	–	1572
2020 Q4	$1.8M	Buy	+25,000	New	+$1.63M	0.03%	416
2020 Q2	–	Sell	-15,700	Closed	-$475K	–	736
2020 Q1	$475K	Sell	15,700 -11,800	-43%	-$588K	0.06%	173
2019 Q4	$1.44M	Hold	27,500	–	–	0.09%	83
2019 Q3	$1.29M	Buy	+27,500	New	+$1.49M	0.12%	112

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

SG3 Management's PLAN Position: Q1 2020 in Review

SG3 Management sold out of Anaplan, Inc. (PLAN) in Q1 2020, closing a stake of 8,500 shares — an estimated $424K sold.

SG3 Management first reported a position in PLAN in Q3 2019 and held it in 2 quarters. The position peaked at $445K in Q4 2019. 230 funds tracked by Wall St. Rank hold PLAN as of Q1 2020.

SG3 Management reported no remaining Anaplan, Inc. position as of Q1 2020 after selling out during the quarter.
SG3 Management sold 8,500 Anaplan, Inc. shares in Q1 2020, an estimated $424K.
SG3 Management first reported a position in Anaplan, Inc. in Q3 2019 and held it in 2 quarters.
SG3 Management's Anaplan, Inc. position peaked at $445K in Q4 2019.
230 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2020.

Based on SG3 Management's 13F filing for Q1 2020, filed 12 May 2020.