SFS
MDLA

Sowell Financial Services’s Medallia, Inc. MDLA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,089
Closed -$29K – 3135
2021
Q1 		$29K Sell
1,089
-762
-41% -$28.3K ﹤0.01% 1898
2020
Q4 		$61K Sell
1,851
-55
-3% -$1.75K ﹤0.01% 1328
2020
Q3 		$52K Buy
1,906
+362
+23% +$11K ﹤0.01% 1198
2020
Q2 		$39K Buy
+1,544
New +$36.9K ﹤0.01% 1255

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Sowell Financial Services's MDLA Position: Q2 2021 in Review

Sowell Financial Services sold out of Medallia, Inc. (MDLA) in Q2 2021, closing a stake of 1,089 shares — an estimated $29K sold.

Sowell Financial Services first reported a position in MDLA in Q2 2020 and held it in 4 quarters. The position peaked at $61K in Q4 2020. 209 funds tracked by Wall St. Rank hold MDLA as of Q2 2021.

  • Sowell Financial Services reported no remaining Medallia, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,089 Medallia, Inc. shares in Q2 2021, an estimated $29K.
  • Sowell Financial Services first reported a position in Medallia, Inc. in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Medallia, Inc. position peaked at $61K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Medallia, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.