White Square Capital’s Anaplan, Inc. PLAN Stock Holding History

White Square Capital’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	-10,060	Closed	-$723K	–	57
2020 Q4	$723K	Buy	+10,060	New	+$654K	1.02%	32

Other funds holding PLAN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JSP

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

White Square Capital's PLAN Position: Q1 2021 in Review

White Square Capital sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 10,060 shares — an estimated $723K sold.

White Square Capital first reported a position in PLAN in Q4 2020 and held it in 1 quarter. The position peaked at $723K in Q4 2020. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

White Square Capital reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
White Square Capital sold 10,060 Anaplan, Inc. shares in Q1 2021, an estimated $723K.
White Square Capital first reported a position in Anaplan, Inc. in Q4 2020 and held it in 1 quarter.
White Square Capital's Anaplan, Inc. position peaked at $723K in Q4 2020.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on White Square Capital's 13F filing for Q1 2021, filed 14 May 2021.