CCM
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Catawba Capital Management’s UDR UDR Stock Holding History

Catawba Capital Management’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$360K Sell
9,587
-230
-2% -$8.32K 0.08% 158
2018
Q1 		$350K Sell
9,817
-205
-2% -$7.22K 0.08% 160
2017
Q4 		$386K Sell
10,022
-282
-3% -$11K 0.09% 156
2017
Q3 		$392K Sell
10,304
-1,080
-9% -$41.9K 0.09% 161
2017
Q2 		$444K Hold
11,384
– – 0.1% 155
2017
Q1 		$413K Hold
11,384
– – 0.09% 174
2016
Q4 		$415K Sell
11,384
-180
-2% -$6.17K 0.1% 170
2016
Q3 		$416K Hold
11,564
– – 0.1% 166
2016
Q2 		$427K Sell
11,564
-400
-3% -$14.3K 0.1% 154
2016
Q1 		$461K Sell
11,964
-1,500
-11% -$53.7K 0.12% 146
2015
Q4 		$506K Hold
13,464
– – 0.14% 132
2015
Q3 		$464K Sell
13,464
-4,690
-26% -$156K 0.13% 141
2015
Q2 		$581K Sell
18,154
-1,172
-6% -$38.5K 0.14% 132
2015
Q1 		$658K Sell
19,326
-410
-2% -$13.5K 0.15% 129
2014
Q4 		$608K Hold
19,736
– – 0.14% 136
2014
Q3 		$538K Sell
19,736
-100
-0.5% -$2.89K 0.13% 154
2014
Q2 		$568K Sell
19,836
-309
-2% -$8.32K 0.13% 154
2014
Q1 		$520K Sell
20,145
-3,698
-16% -$92.6K 0.12% 155
2013
Q4 		$557K Sell
23,843
-1,440
-6% -$34.5K 0.13% 147
2013
Q3 		$599K Sell
25,283
-532
-2% -$12.9K 0.16% 136
2013
Q2 		$658K Buy
+25,815
New +$640K 0.18% 114

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