IFAM
MDLA

Institutional & Family Asset Management’s Medallia, Inc. MDLA Stock Holding History

Institutional & Family Asset Management’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 		– Sell
-39
Closed -$1K – 1005
2021
Q2 		$1K Hold
39
– – ﹤0.01% 937
2021
Q1 		$1K Sell
39
-23
-37% -$854 ﹤0.01% 921
2020
Q4 		$2K Sell
62
-2
-3% -$64 ﹤0.01% 810
2020
Q3 		$2K Buy
+64
New +$1.94K ﹤0.01% 754

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
SM
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Institutional & Family Asset Management's MDLA Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 39 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in MDLA in Q3 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 39 Medallia, Inc. shares in Q3 2021, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Medallia, Inc. in Q3 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's Medallia, Inc. position peaked at $2K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.