DT
MDLA

Diversified Trust’s Medallia, Inc. MDLA Stock Holding History

Diversified Trust’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
Q4 		– Sell
-14,920
Closed -$505K – 928
2021
Q3 		$505K Sell
14,920
-41,055
-73% -$1.37M 0.02% 393
2021
Q2 		$1.89M Sell
55,975
-100
-0.2% -$2.87K 0.07% 140
2021
Q1 		$1.56M Buy
56,075
+6,930
+14% +$257K 0.06% 152
2020
Q4 		$1.63M Buy
49,145
+5,600
+13% +$179K 0.07% 139
2020
Q3 		$1.19M Buy
43,545
+6,310
+17% +$191K 0.06% 159
2020
Q2 		$940K Buy
37,235
+12,890
+53% +$308K 0.05% 164
2020
Q1 		$488K Buy
24,345
+17,235
+242% +$464K 0.03% 207
2019
Q4 		$221K Buy
+7,110
New +$210K 0.01% 405

Diversified Trust's MDLA Position: Q4 2021 in Review

Diversified Trust sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 14,920 shares — an estimated $505K sold.

Diversified Trust first reported a position in MDLA in Q4 2019 and held it in 8 quarters. The position peaked at $1.89M in Q2 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • Diversified Trust reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • Diversified Trust sold 14,920 Medallia, Inc. shares in Q4 2021, an estimated $505K.
  • Diversified Trust first reported a position in Medallia, Inc. in Q4 2019 and held it in 8 quarters.
  • Diversified Trust's Medallia, Inc. position peaked at $1.89M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Diversified Trust's 13F filing for Q4 2021, filed 13 Jan 2022.