Intellectus Partners’s Medallia, Inc. MDLA Stock Holding History

Intellectus Partners’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	-9,600	Closed	-$263K	–	251
2020 Q3	$263K	Buy	+9,600	New	+$291K	0.1%	183

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Intellectus Partners's MDLA Position: Q4 2020 in Review

Intellectus Partners sold out of Medallia, Inc. (MDLA) in Q4 2020, closing a stake of 9,600 shares — an estimated $263K sold.

Intellectus Partners first reported a position in MDLA in Q3 2020 and held it in 1 quarter. The position peaked at $263K in Q3 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q4 2020.

Intellectus Partners reported no remaining Medallia, Inc. position as of Q4 2020 after selling out during the quarter.
Intellectus Partners sold 9,600 Medallia, Inc. shares in Q4 2020, an estimated $263K.
Intellectus Partners first reported a position in Medallia, Inc. in Q3 2020 and held it in 1 quarter.
Intellectus Partners's Medallia, Inc. position peaked at $263K in Q3 2020.
192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2020.

Based on Intellectus Partners's 13F filing for Q4 2020, filed 12 Feb 2021.