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
2020 Q1	–	Sell	-10,800	Closed	-$566K	–	8612
2019 Q4	$566K	Sell	10,800 -224,200	-95%	-$11.1M	﹤0.01%	4730
2019 Q3	$11M	Hold	235,000	–	–	﹤0.01%	1689
2019 Q2	$11.9M	Buy	+235,000	New	+$9.71M	﹤0.01%	1611

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.