UCFA
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United Capital Financial Advisors’s Matador Resources MTDR Stock Holding History

United Capital Financial Advisors’s Portfolio MTDR Stock Details MTDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Buy
+5,729
New +$287K ﹤0.01% 1237
2020
Q2 		– Sell
-745,848
Closed -$1.85M – 1228
2020
Q1 		$1.85M Buy
+745,848
New +$8.2M 0.02% 510
2018
Q2 		– Sell
-101,625
Closed -$3.04M – 1344
2018
Q1 		$3.04M Sell
101,625
-14,711
-13% -$446K 0.02% 495
2017
Q4 		$3.62M Sell
116,336
-85
-0.1% -$2.33K 0.03% 467
2017
Q3 		$3.16M Buy
116,421
+2,030
+2% +$48.2K 0.03% 472
2017
Q2 		$2.44M Buy
114,391
+5,578
+5% +$127K 0.02% 523
2017
Q1 		$2.59M Buy
108,813
+6,749
+7% +$169K 0.02% 501
2016
Q4 		$2.63M Buy
+102,064
New +$2.47M 0.03% 506

Other funds holding MTDR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return