Westfield Capital Management
PLAN

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

Westfield 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
Q4 		– Sell
-562,892
Closed -$34.3M – 275
2021
Q3 		$34.3M Buy
+562,892
New +$33.5M 0.21% 153
2021
Q1 		– Sell
-652,941
Closed -$46.9M – 293
2020
Q4 		$46.9M Sell
652,941
-9,134
-1% -$594K 0.28% 124
2020
Q3 		$41.4M Sell
662,075
-9,579
-1% -$494K 0.27% 119
2020
Q2 		$30.4M Sell
671,654
-17,956
-3% -$752K 0.21% 133
2020
Q1 		$20.9M Buy
689,610
+681,220
+8,119% +$34M 0.18% 141
2019
Q4 		$440K Buy
+8,390
New +$416K ﹤0.01% 225

Other funds holding PLAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Westfield Capital Management's PLAN Position: Q4 2021 in Review

Westfield Capital Management sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 562,892 shares — an estimated $34.3M sold.

Westfield Capital Management first reported a position in PLAN in Q4 2019 and held it in 6 quarters. The position peaked at $46.9M in Q4 2020. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Westfield Capital Management reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • Westfield Capital Management sold 562,892 Anaplan, Inc. shares in Q4 2021, an estimated $34.3M.
  • Westfield Capital Management first reported a position in Anaplan, Inc. in Q4 2019 and held it in 6 quarters.
  • Westfield Capital Management's Anaplan, Inc. position peaked at $46.9M in Q4 2020.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Westfield Capital Management's 13F filing for Q4 2021, filed 10 Feb 2022.