First Mercantile Trust’s Medallia, Inc. MDLA Stock Holding History

First Mercantile 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 Q3	$102K	Sell	3,015 -4,604	-60%	-$154K	0.01%	655
2021 Q2	$257K	Buy	7,619 +398	+6%	+$11.4K	0.03%	341
2021 Q1	$201K	Sell	7,221 -435	-6%	-$16.1K	0.02%	434
2020 Q4	$254K	Sell	7,656 -524	-6%	-$16.7K	0.03%	342
2020 Q3	$254K	Sell	8,180 -1,282	-14%	-$38.9K	0.03%	320
2020 Q2	$239K	Buy	9,462 +5,882	+164%	+$140K	0.03%	334
2020 Q1	$72K	Sell	3,580 -778	-18%	-$20.9K	0.01%	635
2019 Q4	$136K	Buy	+4,358	New	+$129K	0.02%	588

Other funds holding MDLA

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Mercantile Trust's MDLA Position: Q3 2021 in Review

First Mercantile Trust reduced its Medallia, Inc. (MDLA) stake by 60% in Q3 2021, selling an estimated $154K and leaving 3,015 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #655.

First Mercantile Trust first reported a position in MDLA in Q4 2019 and has held it in 8 quarters since. The position peaked at $257K in Q2 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

First Mercantile Trust held 3,015 shares of Medallia, Inc. worth $102K as of Q3 2021.
First Mercantile Trust sold 4,604 Medallia, Inc. shares in Q3 2021, an estimated $154K.
Medallia, Inc. made up 0.01% of First Mercantile Trust's portfolio in Q3 2021, its #655 holding.
First Mercantile Trust first reported a position in Medallia, Inc. in Q4 2019 and has held it in 8 quarters since.
First Mercantile Trust's Medallia, Inc. position peaked at $257K in Q2 2021.
208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.