ASN
MDLA

Advisory Services Network’s Medallia, Inc. MDLA Stock Holding History

Advisory Services Network’s Portfolio MDLA Stock Details MDLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-248
Closed -$9K – 3635
2021
Q2 		$9K Sell
248
-19,012
-99% -$546K ﹤0.01% 2880
2021
Q1 		$537K Buy
19,260
+18,116
+1,584% +$672K 0.02% 811
2020
Q4 		$38K Buy
+1,144
New +$36.5K ﹤0.01% 1829

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisory Services Network's MDLA Position: Q3 2021 in Review

Advisory Services Network sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 248 shares — an estimated $9K sold.

Advisory Services Network first reported a position in MDLA in Q4 2020 and held it in 3 quarters. The position peaked at $537K in Q1 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Advisory Services Network reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Advisory Services Network sold 248 Medallia, Inc. shares in Q3 2021, an estimated $9K.
  • Advisory Services Network first reported a position in Medallia, Inc. in Q4 2020 and held it in 3 quarters.
  • Advisory Services Network's Medallia, Inc. position peaked at $537K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.