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

UBS 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
2022 Q2	–	Sell	-450,916	Closed	-$29.3M	–	11636
2022 Q1	$29.3M	Sell	450,916 -4,372,477	-91%	-$213M	0.01%	1164
2021 Q4	$221M	Buy	4,823,393 +4,785,185	+12,524%	+$264M	0.06%	312
2021 Q3	$2.33M	Sell	38,208 -45,829	-55%	-$2.73M	﹤0.01%	3449
2021 Q2	$4.48M	Buy	84,037 +44,730	+114%	+$2.49M	﹤0.01%	2804
2021 Q1	$2.12M	Sell	39,307 -275,448	-88%	-$18.6M	﹤0.01%	3508
2020 Q4	$22.6M	Buy	314,755 +267,977	+573%	+$17.4M	0.01%	1263
2020 Q3	$2.93M	Sell	46,778 -43,595	-48%	-$2.25M	﹤0.01%	2701
2020 Q2	$4.09M	Sell	90,373 -208,964	-70%	-$8.75M	﹤0.01%	2204
2020 Q1	$9.06M	Sell	299,337 -49,401	-14%	-$2.46M	﹤0.01%	1487
2019 Q4	$18.3M	Buy	348,738 +316,953	+997%	+$15.7M	0.01%	1446
2019 Q3	$1.49M	Sell	31,785 -73,588	-70%	-$3.99M	﹤0.01%	3601
2019 Q2	$5.32M	Buy	105,373 +58,067	+123%	+$2.4M	﹤0.01%	2273
2019 Q1	$1.86M	Sell	47,306 -83,747	-64%	-$2.82M	﹤0.01%	3046
2018 Q4	$3.48M	Buy	+131,053	New	+$3.24M	﹤0.01%	2509

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 Group's PLAN Position: Q2 2022 in Review

UBS Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 450,916 shares — an estimated $29.3M sold.

UBS Group first reported a position in PLAN in Q4 2018 and held it in 14 quarters. The position peaked at $221M in Q4 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

UBS Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
UBS Group sold 450,916 Anaplan, Inc. shares in Q2 2022, an estimated $29.3M.
UBS Group first reported a position in Anaplan, Inc. in Q4 2018 and held it in 14 quarters.
UBS Group's Anaplan, Inc. position peaked at $221M in Q4 2021.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on UBS Group's 13F filing for Q2 2022, filed 10 Aug 2022.