MSFP
MDLA

Mark Sheptoff Financial Planning’s Medallia, Inc. MDLA Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-600
Closed -$19K – 390
2019
Q4 		$19K Buy
+600
New +$17.7K 0.01% 227

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $781M AUM 24.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's MDLA Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Medallia, Inc. (MDLA) in Q1 2020, closing a stake of 600 shares — an estimated $19K sold.

Mark Sheptoff Financial Planning first reported a position in MDLA in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 137 funds tracked by Wall St. Rank hold MDLA as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Medallia, Inc. position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 600 Medallia, Inc. shares in Q1 2020, an estimated $19K.
  • Mark Sheptoff Financial Planning first reported a position in Medallia, Inc. in Q4 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Medallia, Inc. position peaked at $19K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Medallia, Inc. as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.