AP
MDLA

Appleton Partners’s Medallia, Inc. MDLA Stock Holding History

Appleton Partners’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
Q1 		– Sell
-9,001
Closed -$299K – 285
2020
Q4 		$299K Sell
9,001
-1,000
-10% -$31.9K 0.03% 231
2020
Q3 		$274K Sell
10,001
-5,000
-33% -$152K 0.03% 230
2020
Q2 		$379K Sell
15,001
-4,000
-21% -$95.5K 0.05% 193
2020
Q1 		$381K Buy
+19,001
New +$511K 0.05% 191

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Appleton Partners's MDLA Position: Q1 2021 in Review

Appleton Partners sold out of Medallia, Inc. (MDLA) in Q1 2021, closing a stake of 9,001 shares — an estimated $299K sold.

Appleton Partners first reported a position in MDLA in Q1 2020 and held it in 4 quarters. The position peaked at $381K in Q1 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q1 2021.

  • Appleton Partners reported no remaining Medallia, Inc. position as of Q1 2021 after selling out during the quarter.
  • Appleton Partners sold 9,001 Medallia, Inc. shares in Q1 2021, an estimated $299K.
  • Appleton Partners first reported a position in Medallia, Inc. in Q1 2020 and held it in 4 quarters.
  • Appleton Partners's Medallia, Inc. position peaked at $381K in Q1 2020.
  • 192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q1 2021.

Based on Appleton Partners's 13F filing for Q1 2021, filed 19 Apr 2021.