Summit X LLC’s Anaplan, Inc. PLAN Stock Holding History

Summit X LLC’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	-2,400	Closed	-$751	–	462
2020 Q3	$751	Buy	+2,400	New	+$124K	0.01%	267

Other funds holding PLAN

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Summit X LLC's PLAN Position: Q4 2020 in Review

Summit X LLC sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 2,400 shares — an estimated $751 sold.

Summit X LLC first reported a position in PLAN in Q3 2020 and held it in 1 quarter. The position peaked at $751 in Q3 2020. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

Summit X LLC reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 2,400 Anaplan, Inc. shares in Q4 2020, an estimated $751.
Summit X LLC first reported a position in Anaplan, Inc. in Q3 2020 and held it in 1 quarter.
Summit X LLC's Anaplan, Inc. position peaked at $751 in Q3 2020.
327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.