YIH
PLAN

Y-Intercept (HK)’s Anaplan, Inc. PLAN Stock Holding History

Y-Intercept (HK)’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
-11,240
Closed -$684K – 956
2021
Q3 		$684K Buy
11,240
+5,822
+107% +$347K 0.12% 256
2021
Q2 		$289K Sell
5,418
-12,238
-69% -$681K 0.07% 412
2021
Q1 		$894K Buy
+17,656
New +$1.19M 0.24% 119

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

Y-Intercept (HK)'s PLAN Position: Q4 2021 in Review

Y-Intercept (HK) sold out of Anaplan, Inc. (PLAN) in Q4 2021, closing a stake of 11,240 shares — an estimated $684K sold.

Y-Intercept (HK) first reported a position in PLAN in Q1 2021 and held it in 3 quarters. The position peaked at $894K in Q1 2021. 275 funds tracked by Wall St. Rank hold PLAN as of Q4 2021.

  • Y-Intercept (HK) reported no remaining Anaplan, Inc. position as of Q4 2021 after selling out during the quarter.
  • Y-Intercept (HK) sold 11,240 Anaplan, Inc. shares in Q4 2021, an estimated $684K.
  • Y-Intercept (HK) first reported a position in Anaplan, Inc. in Q1 2021 and held it in 3 quarters.
  • Y-Intercept (HK)'s Anaplan, Inc. position peaked at $894K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q4 2021.

Based on Y-Intercept (HK)'s 13F filing for Q4 2021, filed 14 Feb 2022.