CIA
MDLA

CSat Investment Advisory’s Medallia, Inc. MDLA Stock Holding History

CSat Investment Advisory’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
-554
Closed -$15K – 1051
2020
Q3 		$15K Buy
554
+60
+12% +$1.82K ﹤0.01% 955
2020
Q2 		$12K Buy
+494
New +$11.8K ﹤0.01% 1003

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CSat Investment Advisory's MDLA Position: Q4 2020 in Review

CSat Investment Advisory sold out of Medallia, Inc. (MDLA) in Q4 2020, closing a stake of 554 shares — an estimated $15K sold.

CSat Investment Advisory first reported a position in MDLA in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q4 2020.

  • CSat Investment Advisory reported no remaining Medallia, Inc. position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 554 Medallia, Inc. shares in Q4 2020, an estimated $15K.
  • CSat Investment Advisory first reported a position in Medallia, Inc. in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Medallia, Inc. position peaked at $15K in Q3 2020.
  • 192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.