SAM
PLAN

Sompo Asset Management’s Anaplan, Inc. PLAN Stock Holding History

Sompo Asset 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
2021
Q2 		– Sell
-13,060
Closed -$703K – 153
2021
Q1 		$703K Buy
13,060
+3,260
+33% +$220K 0.16% 111
2020
Q4 		$704K Sell
9,800
-510
-5% -$33.2K 0.15% 110
2020
Q3 		$645K Sell
10,310
-490
-5% -$25.3K 0.16% 107
2020
Q2 		$489K Sell
10,800
-900
-8% -$37.7K 0.12% 117
2020
Q1 		$354K Buy
11,700
+4,500
+63% +$224K 0.09% 123
2019
Q4 		$377K Buy
+7,200
New +$357K 0.09% 109

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Sompo Asset Management's PLAN Position: Q2 2021 in Review

Sompo Asset Management sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 13,060 shares — an estimated $703K sold.

Sompo Asset Management first reported a position in PLAN in Q4 2019 and held it in 6 quarters. The position peaked at $704K in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

  • Sompo Asset Management reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sompo Asset Management sold 13,060 Anaplan, Inc. shares in Q2 2021, an estimated $703K.
  • Sompo Asset Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 6 quarters.
  • Sompo Asset Management's Anaplan, Inc. position peaked at $704K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Sompo Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.