SOMRS
PLAN

State of Michigan Retirement System’s Anaplan, Inc. PLAN Stock Holding History

State of Michigan Retirement System’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
2020
Q4 		– Sell
-14,561
Closed -$911K – 979
2020
Q3 		$911K Buy
+14,561
New +$750K 0.01% 807
2020
Q1 		– Sell
-12,638
Closed -$662K – 961
2019
Q4 		$662K Sell
12,638
-2,074
-14% -$103K 0.01% 876
2019
Q3 		$691K Buy
+14,712
New +$798K 0.01% 849

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

State of Michigan Retirement System's PLAN Position: Q4 2020 in Review

State of Michigan Retirement System sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 14,561 shares — an estimated $911K sold.

State of Michigan Retirement System first reported a position in PLAN in Q3 2019 and held it in 3 quarters. The position peaked at $911K in Q3 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • State of Michigan Retirement System reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • State of Michigan Retirement System sold 14,561 Anaplan, Inc. shares in Q4 2020, an estimated $911K.
  • State of Michigan Retirement System first reported a position in Anaplan, Inc. in Q3 2019 and held it in 3 quarters.
  • State of Michigan Retirement System's Anaplan, Inc. position peaked at $911K in Q3 2020.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on State of Michigan Retirement System's 13F filing for Q4 2020, filed 1 Feb 2021.