OPS
MDLA

Orion Portfolio Solutions’s Medallia, Inc. MDLA Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-19
Closed – – 2300
2020
Q2 		$0 Buy
19
+3
+19% +$72 ﹤0.01% 2557
2020
Q1 		$0 Hold
16
– – ﹤0.01% 2437
2019
Q4 		$0 Buy
+16
New +$473 ﹤0.01% 2008

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Orion Portfolio Solutions's MDLA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Medallia, Inc. (MDLA) in Q3 2020, closing a stake of 19 shares.

Orion Portfolio Solutions first reported a position in MDLA in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 172 funds tracked by Wall St. Rank hold MDLA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Medallia, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 19 Medallia, Inc. shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Medallia, Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Medallia, Inc. position peaked at $0 in Q2 2020.
  • 172 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.