LPL Financial
MDLA

LPL Financial’s Medallia, Inc. MDLA Stock Holding History

LPL Financial’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
-16,380
Closed -$553K – 4475
2021
Q2 		$553K Buy
16,380
+6,144
+60% +$177K ﹤0.01% 3072
2021
Q1 		$285K Buy
10,236
+1,221
+14% +$45.3K ﹤0.01% 3506
2020
Q4 		$299K Buy
+9,015
New +$287K ﹤0.01% 3200

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 $5.72T AUM 30.48% 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

LPL Financial's MDLA Position: Q3 2021 in Review

LPL Financial sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 16,380 shares — an estimated $553K sold.

LPL Financial first reported a position in MDLA in Q4 2020 and held it in 3 quarters. The position peaked at $553K in Q2 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • LPL Financial reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • LPL Financial sold 16,380 Medallia, Inc. shares in Q3 2021, an estimated $553K.
  • LPL Financial first reported a position in Medallia, Inc. in Q4 2020 and held it in 3 quarters.
  • LPL Financial's Medallia, Inc. position peaked at $553K in Q2 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.