Weld Capital Management’s Anaplan, Inc. PLAN Stock Holding History

Weld Capital Management’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 Q1	–	Sell	-4,520	Closed	-$325K	–	627
2020 Q4	$325K	Sell	4,520 -7,491	-62%	-$487K	0.13%	265
2020 Q3	$752K	Buy	12,011 +5,489	+84%	+$283K	0.3%	103
2020 Q2	$296K	Sell	6,522 -2,774	-30%	-$116K	0.12%	285
2020 Q1	$281K	Buy	9,296 +3,560	+62%	+$178K	0.14%	246
2019 Q4	$301K	Buy	+5,736	New	+$285K	0.06%	470

Other funds holding PLAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Weld Capital Management's PLAN Position: Q1 2021 in Review

Weld Capital Management sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 4,520 shares — an estimated $325K sold.

Weld Capital Management first reported a position in PLAN in Q4 2019 and held it in 5 quarters. The position peaked at $752K in Q3 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Weld Capital Management reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Weld Capital Management sold 4,520 Anaplan, Inc. shares in Q1 2021, an estimated $325K.
Weld Capital Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 5 quarters.
Weld Capital Management's Anaplan, Inc. position peaked at $752K in Q3 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.