ACP
MDLA

Aveo Capital Partners’s Medallia, Inc. MDLA Stock Holding History

Aveo Capital 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
Q3 		– Sell
-30,000
Closed -$1.01M – 287
2021
Q2 		$1.01M Buy
30,000
+20,000
+200% +$575K 0.22% 96
2021
Q1 		$279K Hold
10,000
– – 0.07% 201
2020
Q4 		$332K Sell
10,000
-9,600
-49% -$306K 0.51% 46
2020
Q3 		$537K Buy
+19,600
New +$595K 0.19% 104

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

Aveo Capital Partners's MDLA Position: Q3 2021 in Review

Aveo Capital Partners sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 30,000 shares — an estimated $1.01M sold.

Aveo Capital Partners first reported a position in MDLA in Q3 2020 and held it in 4 quarters. The position peaked at $1.01M in Q2 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Aveo Capital Partners reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Aveo Capital Partners sold 30,000 Medallia, Inc. shares in Q3 2021, an estimated $1.01M.
  • Aveo Capital Partners first reported a position in Medallia, Inc. in Q3 2020 and held it in 4 quarters.
  • Aveo Capital Partners's Medallia, Inc. position peaked at $1.01M in Q2 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Aveo Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.