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
2021 Q3	–	Sell	-83,800	Closed	-$4.47M	–	10559
2021 Q2	$4.47M	Buy	+83,800	New	+$4.66M	﹤0.01%	2809
2020 Q2	–	Sell	-166,100	Closed	-$5.03M	–	8546
2020 Q1	$5.03M	Hold	166,100	–	–	﹤0.01%	1928
2019 Q4	$8.7M	Buy	166,100 +38,000	+30%	+$1.89M	﹤0.01%	2078
2019 Q3	$6.02M	Buy	128,100 +83,100	+185%	+$4.51M	﹤0.01%	2203
2019 Q2	$2.27M	Buy	+45,000	New	+$1.86M	﹤0.01%	3036

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.