Wellington Management Group’s Anaplan, Inc. PLAN Stock Holding History

Wellington Management 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	-19,357	Closed	-$1.26M	–	2246
2022 Q1	$1.26M	Buy	+19,357	New	+$943K	﹤0.01%	1697
2020 Q3	–	Sell	-9,763	Closed	-$442K	–	2019
2020 Q2	$442K	Sell	9,763 -6,616	-40%	-$277K	﹤0.01%	1680
2020 Q1	$495K	Buy	16,379 +4,002	+32%	+$200K	﹤0.01%	1700
2019 Q4	$649K	Buy	+12,377	New	+$614K	﹤0.01%	1805

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

Wellington Management Group's PLAN Position: Q2 2022 in Review

Wellington Management Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 19,357 shares — an estimated $1.26M sold.

Wellington Management Group first reported a position in PLAN in Q4 2019 and held it in 4 quarters. The position peaked at $1.26M in Q1 2022. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Wellington Management Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Wellington Management Group sold 19,357 Anaplan, Inc. shares in Q2 2022, an estimated $1.26M.
Wellington Management Group first reported a position in Anaplan, Inc. in Q4 2019 and held it in 4 quarters.
Wellington Management Group's Anaplan, Inc. position peaked at $1.26M in Q1 2022.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Wellington Management Group's 13F filing for Q2 2022, filed 15 Aug 2022.