Whittier Trust’s Anaplan, Inc. PLAN Stock Holding History

Whittier Trust’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	-41,602	Closed	-$2.71M	–	1801
2022 Q1	$2.71M	Hold	41,602	–	–	0.05%	249
2021 Q4	$1.91M	Hold	41,602	–	–	0.03%	287
2021 Q3	$2.53M	Hold	41,602	–	–	0.05%	252
2021 Q2	$2.22M	Sell	41,602 -7,490	-15%	-$417K	0.04%	262
2021 Q1	$2.64M	Hold	49,092	–	–	0.05%	240
2020 Q4	$3.53M	Buy	49,092 +4,241	+9%	+$276K	0.08%	193
2020 Q3	$2.81M	Sell	44,851 -59,494	-57%	-$3.07M	0.07%	197
2020 Q2	$4.73M	Buy	104,345 +9,189	+10%	+$385K	0.13%	149
2020 Q1	$2.88M	Buy	95,156 +6,573	+7%	+$328K	0.09%	181
2019 Q4	$4.64M	Sell	88,583 -15,859	-15%	-$787K	0.12%	167
2019 Q3	$4.91M	Buy	104,442 +70,794	+210%	+$3.84M	0.14%	150
2019 Q2	$1.7M	Buy	+33,648	New	+$1.39M	0.05%	241

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

Whittier Trust's PLAN Position: Q2 2022 in Review

Whittier Trust sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 41,602 shares — an estimated $2.71M sold.

Whittier Trust first reported a position in PLAN in Q2 2019 and held it in 12 quarters. The position peaked at $4.91M in Q3 2019. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

Whittier Trust reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
Whittier Trust sold 41,602 Anaplan, Inc. shares in Q2 2022, an estimated $2.71M.
Whittier Trust first reported a position in Anaplan, Inc. in Q2 2019 and held it in 12 quarters.
Whittier Trust's Anaplan, Inc. position peaked at $4.91M in Q3 2019.
2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.