CRC
MDLA

Curi RMB Capital’s Medallia, Inc. MDLA Stock Holding History

Curi RMB Capital’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
Q3 		– Sell
-21,249
Closed -$536K – 684
2020
Q2 		$536K Sell
21,249
-44,449
-68% -$1.06M 0.02% 394
2020
Q1 		$1.32M Buy
+65,698
New +$1.77M 0.06% 248

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 $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Curi RMB Capital's MDLA Position: Q3 2020 in Review

Curi RMB Capital sold out of Medallia, Inc. (MDLA) in Q3 2020, closing a stake of 21,249 shares — an estimated $536K sold.

Curi RMB Capital first reported a position in MDLA in Q1 2020 and held it in 2 quarters. The position peaked at $1.32M in Q1 2020. 172 funds tracked by Wall St. Rank hold MDLA as of Q3 2020.

  • Curi RMB Capital reported no remaining Medallia, Inc. position as of Q3 2020 after selling out during the quarter.
  • Curi RMB Capital sold 21,249 Medallia, Inc. shares in Q3 2020, an estimated $536K.
  • Curi RMB Capital first reported a position in Medallia, Inc. in Q1 2020 and held it in 2 quarters.
  • Curi RMB Capital's Medallia, Inc. position peaked at $1.32M in Q1 2020.
  • 172 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2020.

Based on Curi RMB Capital's 13F filing for Q3 2020, filed 10 Nov 2020.