Billings Capital Management’s Frontdoor FTDR Stock Holding History

Billings Capital Management’s Portfolio FTDR Stock Details FTDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$13.7M	Buy	374,479 +93,439	+33%	+$3.55M	17.3%	2
2021 Q3	$11.8M	Sell	281,040 -2,571	-0.9%	-$117K	15.8%	3
2021 Q2	$14.1M	Buy	283,611 +69,476	+32%	+$3.66M	17.95%	2
2021 Q1	$11.5M	Buy	+214,135	New	+$11.7M	10.68%	6
2020 Q2	$7.53M	Hold	169,881	–	–	10.13%	4
2020 Q1	$5.91M	Sell	169,881 -32,021	-16%	-$1.36M	14.09%	5
2019 Q4	$9.57M	Sell	201,902 -4,303	-2%	-$202K	9.74%	5
2019 Q3	$10M	Sell	206,205 -47,583	-19%	-$2.3M	10.66%	5
2019 Q2	$11.1M	Sell	253,788 -10,140	-4%	-$389K	9.88%	7
2019 Q1	$9.08M	Sell	263,928 -7,016	-3%	-$214K	7.66%	7
2018 Q4	$7.21M	Buy	+270,944	New	+$8.02M	6.85%	8

Other funds holding FTDR

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Billings Capital Management's FTDR Position: Q4 2021 in Review

Billings Capital Management increased its Frontdoor (FTDR) stake by 33% in Q4 2021, buying an estimated $3.55M and bringing the position to 374,479 shares worth $13.7M. The position accounts for 17.3% of the portfolio, ranked #2.

Billings Capital Management first reported a position in FTDR in Q4 2018 and has held it in 11 quarters since. The position peaked at $14.1M in Q2 2021. 233 funds tracked by Wall St. Rank hold FTDR as of Q4 2021.

Billings Capital Management held 374,479 shares of Frontdoor worth $13.7M as of Q4 2021.
Billings Capital Management bought 93,439 Frontdoor shares in Q4 2021, an estimated $3.55M.
Frontdoor made up 17.3% of Billings Capital Management's portfolio in Q4 2021, its #2 holding.
Billings Capital Management first reported a position in Frontdoor in Q4 2018 and has held it in 11 quarters since.
Billings Capital Management's Frontdoor position peaked at $14.1M in Q2 2021.
233 funds tracked by Wall St. Rank held Frontdoor as of Q4 2021.

Based on Billings Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.