SRS Investment Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-379,155
| Closed | -$23.1M | – | 30 |
|
|
2021
Q3 | $23.1M | Sell |
379,155
-993,350
| -72% | -$60.5M | 0.32% | 18 |
|
|
2021
Q2 | $73.2M | Hold |
1,372,505
| – | – | 1.08% | 18 |
|
|
2021
Q1 | $73.9M | Sell |
1,372,505
-468,600
| -25% | -$25.2M | 1.16% | 17 |
|
|
2020
Q4 | $132M | Sell |
1,841,105
-72,000
| -4% | -$5.17M | 2.19% | 13 |
|
|
2020
Q3 | $120M | Buy |
1,913,105
+1,884,860
| +6,673% | +$118M | 2.21% | 14 |
|
|
2020
Q2 | $1.28M | Hold |
28,245
| – | – | 0.02% | 25 |
|
|
2020
Q1 | $855K | Buy |
+28,245
| New | +$855K | 0.02% | 29 |
|