UBS AM’s Anaplan, Inc. PLAN Stock Holding History

UBS AM’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
2022 Q2	–	Sell	-228,137	Closed	-$14.8M	–	2823
2022 Q1	$14.8M	Buy	228,137 +36,160	+19%	+$1.76M	0.01%	934
2021 Q4	$8.8M	Buy	191,977 +1,008	+0.5%	+$55.6K	﹤0.01%	1173
2021 Q3	$11.6M	Buy	190,969 +1,148	+0.6%	+$68.3K	﹤0.01%	1035
2021 Q2	$10.1M	Buy	189,821 +19,882	+12%	+$1.11M	﹤0.01%	1118
2021 Q1	$9.15M	Sell	169,939 -28,422	-14%	-$1.92M	﹤0.01%	1114
2020 Q4	$14.3M	Buy	198,361 +10,595	+6%	+$689K	0.01%	937
2020 Q3	$11.8M	Buy	187,766 +4,487	+2%	+$231K	0.01%	903
2020 Q2	$8.3M	Buy	183,279 +66,898	+57%	+$2.8M	0.01%	960
2020 Q1	$3.52M	Buy	116,381 +5,460	+5%	+$272K	﹤0.01%	1192
2019 Q4	$5.81M	Buy	110,921 +81,988	+283%	+$4.07M	﹤0.01%	1131
2019 Q3	$1.36M	Buy	28,933 +13,150	+83%	+$714K	﹤0.01%	1800
2019 Q2	$797K	Buy	+15,783	New	+$652K	﹤0.01%	2001

Other funds holding PLAN

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS AM's PLAN Position: Q2 2022 in Review

UBS AM sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 228,137 shares — an estimated $14.8M sold.

UBS AM first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $14.8M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

UBS AM reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
UBS AM sold 228,137 Anaplan, Inc. shares in Q2 2022, an estimated $14.8M.
UBS AM first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
UBS AM's Anaplan, Inc. position peaked at $14.8M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on UBS AM's 13F filing for Q2 2022, filed 12 Aug 2022.