ZIM
PLAN

Zacks Investment Management’s Anaplan, Inc. PLAN Stock Holding History

Zacks Investment 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
2020
Q3 		– Sell
-7,305
Closed -$331K – 580
2020
Q2 		$331K Buy
+7,305
New +$306K 0.01% 432

Other funds holding PLAN

Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Zacks Investment Management's PLAN Position: Q3 2020 in Review

Zacks Investment Management sold out of Anaplan, Inc. (PLAN) in Q3 2020, closing a stake of 7,305 shares — an estimated $331K sold.

Zacks Investment Management first reported a position in PLAN in Q2 2020 and held it in 1 quarter. The position peaked at $331K in Q2 2020. 274 funds tracked by Wall St. Rank hold PLAN as of Q3 2020.

  • Zacks Investment Management reported no remaining Anaplan, Inc. position as of Q3 2020 after selling out during the quarter.
  • Zacks Investment Management sold 7,305 Anaplan, Inc. shares in Q3 2020, an estimated $331K.
  • Zacks Investment Management first reported a position in Anaplan, Inc. in Q2 2020 and held it in 1 quarter.
  • Zacks Investment Management's Anaplan, Inc. position peaked at $331K in Q2 2020.
  • 274 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.