BSW
MDLA

Buckingham Strategic Wealth’s Medallia, Inc. MDLA Stock Holding History

Buckingham Strategic Wealth’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
-7,000
Closed -$236K – 623
2021
Q2 		$236K Buy
+7,000
New +$201K 0.01% 523
2021
Q1 		– Sell
-7,000
Closed -$233K – 578
2020
Q4 		$233K Buy
+7,000
New +$223K 0.01% 476

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

Buckingham Strategic Wealth's MDLA Position: Q3 2021 in Review

Buckingham Strategic Wealth sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 7,000 shares — an estimated $236K sold.

Buckingham Strategic Wealth first reported a position in MDLA in Q4 2020 and held it in 2 quarters. The position peaked at $236K in Q2 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Buckingham Strategic Wealth reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,000 Medallia, Inc. shares in Q3 2021, an estimated $236K.
  • Buckingham Strategic Wealth first reported a position in Medallia, Inc. in Q4 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Medallia, Inc. position peaked at $236K in Q2 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2021, filed 10 Nov 2021.