William Blair Investment Management’s Anaplan, Inc. PLAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-171,212
| Closed | -$7.85M | – | 467 |
|
2021
Q4 | $7.85M | Sell |
171,212
-106,497
| -38% | -$4.88M | 0.02% | 346 |
|
2021
Q3 | $16.9M | Sell |
277,709
-3,670
| -1% | -$223K | 0.05% | 327 |
|
2021
Q2 | $15M | Sell |
281,379
-13,550
| -5% | -$722K | 0.05% | 246 |
|
2021
Q1 | $15.9M | Buy |
+294,929
| New | +$15.9M | 0.05% | 241 |
|
2020
Q1 | – | Sell |
-1,558,856
| Closed | -$81.7M | – | 390 |
|
2019
Q4 | $81.7M | Buy |
+1,558,856
| New | +$81.7M | 0.33% | 99 |
|