Next Financial Group’s Medallia, Inc. MDLA Stock Holding History

Next Financial Group’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	-40	Closed	-$1K	–	2855
2021 Q2	$1K	Buy	+40	New	+$1.15K	﹤0.01%	2606

Other funds holding MDLA

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Next Financial Group's MDLA Position: Q3 2021 in Review

Next Financial Group sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 40 shares — an estimated $1K sold.

Next Financial Group first reported a position in MDLA in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

Next Financial Group reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 40 Medallia, Inc. shares in Q3 2021, an estimated $1K.
Next Financial Group first reported a position in Medallia, Inc. in Q2 2021 and held it in 1 quarter.
Next Financial Group's Medallia, Inc. position peaked at $1K in Q2 2021.
208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.