Truist Financial
MDLA

Truist Financial’s Medallia, Inc. MDLA Stock Holding History

Truist Financial’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
-20,536
Closed -$694K – 2862
2021
Q2 		$694K Sell
20,536
-9,663
-32% -$278K ﹤0.01% 1855
2021
Q1 		$841K Buy
30,199
+1,516
+5% +$56.3K ﹤0.01% 1690
2020
Q4 		$953K Buy
28,683
+8,358
+41% +$266K ﹤0.01% 1504
2020
Q3 		$557K Buy
20,325
+8,109
+66% +$246K ﹤0.01% 1670
2020
Q2 		$309K Buy
+12,216
New +$292K ﹤0.01% 1933

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
BlackRock
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
SM
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Truist Financial's MDLA Position: Q3 2021 in Review

Truist Financial sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 20,536 shares — an estimated $694K sold.

Truist Financial first reported a position in MDLA in Q2 2020 and held it in 5 quarters. The position peaked at $953K in Q4 2020. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Truist Financial reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 20,536 Medallia, Inc. shares in Q3 2021, an estimated $694K.
  • Truist Financial first reported a position in Medallia, Inc. in Q2 2020 and held it in 5 quarters.
  • Truist Financial's Medallia, Inc. position peaked at $953K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.