Marsico Capital Management’s Frontdoor FTDR Stock Holding History

Marsico 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	–	Sell	-67,857	Closed	-$2.84M	–	88
2021 Q3	$2.84M	Hold	67,857	–	–	0.09%	87
2021 Q2	$3.38M	Hold	67,857	–	–	0.08%	81
2021 Q1	$3.65M	Buy	67,857 +11,435	+20%	+$624K	0.1%	80
2020 Q4	$2.83M	Hold	56,422	–	–	0.07%	79
2020 Q3	$2.19M	Hold	56,422	–	–	0.06%	84
2020 Q2	$2.5M	Hold	56,422	–	–	0.08%	82
2020 Q1	$1.96M	Hold	56,422	–	–	0.08%	71
2019 Q4	$2.68M	Hold	56,422	–	–	0.1%	75
2019 Q3	$2.74M	Buy	56,422 +5,669	+11%	+$274K	0.11%	71
2019 Q2	$2.21M	Buy	50,753 +10,890	+27%	+$418K	0.08%	80
2019 Q1	$1.37M	Buy	39,863 +2,249	+6%	+$68.7K	0.05%	82
2018 Q4	$1M	Buy	+37,614	New	+$1.11M	0.04%	82

Other funds holding FTDR

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Marsico Capital Management sold out of Frontdoor (FTDR) in Q4 2021, closing a stake of 67,857 shares — an estimated $2.84M sold.

Marsico Capital Management first reported a position in FTDR in Q4 2018 and held it in 12 quarters. The position peaked at $3.65M in Q1 2021. 234 funds tracked by Wall St. Rank hold FTDR as of Q4 2021.

Marsico Capital Management reported no remaining Frontdoor position as of Q4 2021 after selling out during the quarter.
Marsico Capital Management sold 67,857 Frontdoor shares in Q4 2021, an estimated $2.84M.
Marsico Capital Management first reported a position in Frontdoor in Q4 2018 and held it in 12 quarters.
Marsico Capital Management's Frontdoor position peaked at $3.65M in Q1 2021.
234 funds tracked by Wall St. Rank held Frontdoor as of Q4 2021.

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