Senvest Management’s Frontdoor FTDR Stock Holding History

Senvest 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	-2,515,645	Closed	-$105M	–	94
2021 Q3	$105M	Buy	2,515,645 +362,575	+17%	+$16.6M	3.01%	14
2021 Q2	$107M	Buy	2,153,070 +253,388	+13%	+$13.4M	3.12%	11
2021 Q1	$102M	Buy	1,899,682 +219,456	+13%	+$12M	3.22%	10
2020 Q4	$84.4M	Sell	1,680,226 -55,739	-3%	-$2.55M	3.29%	14
2020 Q3	$67.5M	Sell	1,735,965 -101,100	-6%	-$4.31M	3.83%	8
2020 Q2	$81.4M	Buy	1,837,065 +347,800	+23%	+$14.2M	5.08%	7
2020 Q1	$51.8M	Buy	1,489,265 +298,151	+25%	+$12.7M	6.07%	5
2019 Q4	$56.5M	Buy	1,191,114 +404,344	+51%	+$18.9M	3.84%	9
2019 Q3	$38.2M	Buy	786,770 +306,770	+64%	+$14.8M	3.29%	10
2019 Q2	$20.9M	Buy	480,000 +40,000	+9%	+$1.54M	1.83%	15
2019 Q1	$15.1M	Buy	+440,000	New	+$13.4M	1.14%	22

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

Senvest Management's FTDR Position: Q4 2021 in Review

Senvest Management sold out of Frontdoor (FTDR) in Q4 2021, closing a stake of 2,515,645 shares — an estimated $105M sold.

Senvest Management first reported a position in FTDR in Q1 2019 and held it in 11 quarters. The position peaked at $107M in Q2 2021. 234 funds tracked by Wall St. Rank hold FTDR as of Q4 2021.

Senvest Management reported no remaining Frontdoor position as of Q4 2021 after selling out during the quarter.
Senvest Management sold 2,515,645 Frontdoor shares in Q4 2021, an estimated $105M.
Senvest Management first reported a position in Frontdoor in Q1 2019 and held it in 11 quarters.
Senvest Management's Frontdoor position peaked at $107M in Q2 2021.
234 funds tracked by Wall St. Rank held Frontdoor as of Q4 2021.

Based on Senvest Management's 13F filing for Q4 2021, filed 11 Feb 2022.