FCH
MDLA

Freestone Capital Holdings’s Medallia, Inc. MDLA Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-671
Closed -$22.3K – 1259
2020
Q4 		$22.3K Buy
671
+581
+646% +$18.5K ﹤0.01% 715
2020
Q3 		$2.47K Buy
+90
New +$2.73K ﹤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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Freestone Capital Holdings's MDLA Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Medallia, Inc. (MDLA) in Q1 2021, closing a stake of 671 shares — an estimated $22.3K sold.

Freestone Capital Holdings first reported a position in MDLA in Q3 2020 and held it in 2 quarters. The position peaked at $22.3K in Q4 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Medallia, Inc. position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 671 Medallia, Inc. shares in Q1 2021, an estimated $22.3K.
  • Freestone Capital Holdings first reported a position in Medallia, Inc. in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Medallia, Inc. position peaked at $22.3K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.