HIIFS
MDLA

Harel Insurance Investments & Financial Services’s Medallia, Inc. MDLA Stock Holding History

Harel Insurance Investments & Financial Services’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
-4,000
Closed -$110K – 802
2020
Q3 		$110K Sell
4,000
-6,000
-60% -$182K ﹤0.01% 386
2020
Q2 		$252K Buy
+10,000
New +$239K 0.01% 222

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 $3.89B AUM 16.15% 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 $1.81T AUM 41.13% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MDLA Position: Q4 2020 in Review

Harel Insurance Investments & Financial Services sold out of Medallia, Inc. (MDLA) in Q4 2020, closing a stake of 4,000 shares — an estimated $110K sold.

Harel Insurance Investments & Financial Services first reported a position in MDLA in Q2 2020 and held it in 2 quarters. The position peaked at $252K in Q2 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q4 2020.

  • Harel Insurance Investments & Financial Services reported no remaining Medallia, Inc. position as of Q4 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 4,000 Medallia, Inc. shares in Q4 2020, an estimated $110K.
  • Harel Insurance Investments & Financial Services first reported a position in Medallia, Inc. in Q2 2020 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Medallia, Inc. position peaked at $252K in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2020, filed 26 Jan 2021.