Summitry LLC’s Medallia, Inc. MDLA Stock Holding History

Summitry LLC’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	-56,928	Closed	-$1.59M	–	86
2021 Q1	$1.59M	Buy	56,928 +26,584	+88%	+$987K	0.1%	58
2020 Q4	$1.01M	Buy	+30,344	New	+$967K	0.07%	59

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Summitry LLC's MDLA Position: Q2 2021 in Review

Summitry LLC sold out of Medallia, Inc. (MDLA) in Q2 2021, closing a stake of 56,928 shares — an estimated $1.59M sold.

Summitry LLC first reported a position in MDLA in Q4 2020 and held it in 2 quarters. The position peaked at $1.59M in Q1 2021. 209 funds tracked by Wall St. Rank hold MDLA as of Q2 2021.

Summitry LLC reported no remaining Medallia, Inc. position as of Q2 2021 after selling out during the quarter.
Summitry LLC sold 56,928 Medallia, Inc. shares in Q2 2021, an estimated $1.59M.
Summitry LLC first reported a position in Medallia, Inc. in Q4 2020 and held it in 2 quarters.
Summitry LLC's Medallia, Inc. position peaked at $1.59M in Q1 2021.
209 funds tracked by Wall St. Rank held Medallia, Inc. as of Q2 2021.

Based on Summitry LLC's 13F filing for Q2 2021, filed 13 Aug 2021.