TG
PLAN

TCW Group’s Anaplan, Inc. PLAN Stock Holding History

TCW Group’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
-140,462
Closed -$8.79M – 354
2020
Q3 		$8.79M Sell
140,462
-29,220
-17% -$1.51M 0.1% 135
2020
Q2 		$7.69M Sell
169,682
-30
-0% -$1.26K 0.09% 137
2020
Q1 		$5.14M Sell
169,712
-16,650
-9% -$830K 0.07% 153
2019
Q4 		$9.77M Sell
186,362
-26,640
-13% -$1.32M 0.11% 130
2019
Q3 		$10M Sell
213,002
-99,525
-32% -$5.4M 0.11% 131
2019
Q2 		$15.8M Sell
312,527
-11,127
-3% -$460K 0.17% 100
2019
Q1 		$12.7M Buy
323,654
+185,613
+134% +$6.25M 0.12% 116
2018
Q4 		$3.66M Buy
+138,041
New +$3.41M 0.04% 177

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 27.49% 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

TCW Group's PLAN Position: Q4 2020 in Review

TCW Group sold out of Anaplan, Inc. (PLAN) in Q4 2020, closing a stake of 140,462 shares — an estimated $8.79M sold.

TCW Group first reported a position in PLAN in Q4 2018 and held it in 8 quarters. The position peaked at $15.8M in Q2 2019. 327 funds tracked by Wall St. Rank hold PLAN as of Q4 2020.

  • TCW Group reported no remaining Anaplan, Inc. position as of Q4 2020 after selling out during the quarter.
  • TCW Group sold 140,462 Anaplan, Inc. shares in Q4 2020, an estimated $8.79M.
  • TCW Group first reported a position in Anaplan, Inc. in Q4 2018 and held it in 8 quarters.
  • TCW Group's Anaplan, Inc. position peaked at $15.8M in Q2 2019.
  • 327 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2020.

Based on TCW Group's 13F filing for Q4 2020, filed 2 Feb 2021.