Bank of Marin’s Medallia, Inc. MDLA Stock Holding History

Bank of Marin’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
2020 Q4	–	Sell	-13,051	Closed	-$358K	–	132
2020 Q3	$358K	Buy	+13,051	New	+$396K	0.37%	85

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Marin's MDLA Position: Q4 2020 in Review

Bank of Marin sold out of Medallia, Inc. (MDLA) in Q4 2020, closing a stake of 13,051 shares — an estimated $358K sold.

Bank of Marin first reported a position in MDLA in Q3 2020 and held it in 1 quarter. The position peaked at $358K in Q3 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q4 2020.

Bank of Marin reported no remaining Medallia, Inc. position as of Q4 2020 after selling out during the quarter.
Bank of Marin sold 13,051 Medallia, Inc. shares in Q4 2020, an estimated $358K.
Bank of Marin first reported a position in Medallia, Inc. in Q3 2020 and held it in 1 quarter.
Bank of Marin's Medallia, Inc. position peaked at $358K in Q3 2020.
192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2020.

Based on Bank of Marin's 13F filing for Q4 2020, filed 10 Feb 2021.