Stifel Financial’s Anaplan, Inc. PLAN Stock Holding History

Stifel Financial’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	-22,632	Closed	-$1.22M	–	3409
2021 Q1	$1.22M	Buy	22,632 +847	+4%	+$57.1K	﹤0.01%	1869
2020 Q4	$1.56M	Buy	+21,785	New	+$1.42M	﹤0.01%	1540
2020 Q1	–	Sell	-11,655	Closed	-$614K	–	3158
2019 Q4	$614K	Buy	+11,655	New	+$578K	﹤0.01%	2137

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Stifel Financial's PLAN Position: Q2 2021 in Review

Stifel Financial sold out of Anaplan, Inc. (PLAN) in Q2 2021, closing a stake of 22,632 shares — an estimated $1.22M sold.

Stifel Financial first reported a position in PLAN in Q4 2019 and held it in 3 quarters. The position peaked at $1.56M in Q4 2020. 282 funds tracked by Wall St. Rank hold PLAN as of Q2 2021.

Stifel Financial reported no remaining Anaplan, Inc. position as of Q2 2021 after selling out during the quarter.
Stifel Financial sold 22,632 Anaplan, Inc. shares in Q2 2021, an estimated $1.22M.
Stifel Financial first reported a position in Anaplan, Inc. in Q4 2019 and held it in 3 quarters.
Stifel Financial's Anaplan, Inc. position peaked at $1.56M in Q4 2020.
282 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2021.

Based on Stifel Financial's 13F filing for Q2 2021, filed 13 Aug 2021.