Suvretta Capital 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 |
-2,165,238
| Closed | -$132M | – | 122 |
|
|
2021
Q3 | $132M | Buy |
2,165,238
+159,690
| +8% | +$9.72M | 2.22% | 18 |
|
|
2021
Q2 | $107M | Sell |
2,005,548
-726,122
| -27% | -$38.7M | 1.6% | 25 |
|
|
2021
Q1 | $147M | Buy |
2,731,670
+775,621
| +40% | +$41.8M | 2.18% | 19 |
|
|
2020
Q4 | $141M | Buy |
1,956,049
+22,412
| +1% | +$1.61M | 2.01% | 24 |
|
|
2020
Q3 | $121M | Buy |
1,933,637
+800,333
| +71% | +$50.1M | 2.18% | 18 |
|
|
2020
Q2 | $51.4M | Sell |
1,133,304
-90,868
| -7% | -$4.12M | 1.1% | 37 |
|
|
2020
Q1 | $37M | Buy |
+1,224,172
| New | +$37M | 1% | 33 |
|