Vulcan Value Partners’s Frontdoor FTDR Stock Holding History

Vulcan Value Partners’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
2020 Q1	–	Sell	-360,558	Closed	-$17.1M	–	44
2019 Q4	$17.1M	Buy	+360,558	New	+$16.9M	0.13%	45
2019 Q3	–	Sell	-503,570	Closed	-$21.9M	–	58
2019 Q2	$21.9M	Sell	503,570 -724,346	-59%	-$27.8M	0.2%	41
2019 Q1	$42.3M	Sell	1,227,916 -213,573	-15%	-$6.52M	0.36%	34
2018 Q4	$38.4M	Buy	+1,441,489	New	+$42.7M	0.35%	32

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ACH

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

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Vulcan Value Partners's FTDR Position: Q1 2020 in Review

Vulcan Value Partners sold out of Frontdoor (FTDR) in Q1 2020, closing a stake of 360,558 shares — an estimated $17.1M sold.

Vulcan Value Partners first reported a position in FTDR in Q4 2018 and held it in 4 quarters. The position peaked at $42.3M in Q1 2019. 212 funds tracked by Wall St. Rank hold FTDR as of Q1 2020.

Vulcan Value Partners reported no remaining Frontdoor position as of Q1 2020 after selling out during the quarter.
Vulcan Value Partners sold 360,558 Frontdoor shares in Q1 2020, an estimated $17.1M.
Vulcan Value Partners first reported a position in Frontdoor in Q4 2018 and held it in 4 quarters.
Vulcan Value Partners's Frontdoor position peaked at $42.3M in Q1 2019.
212 funds tracked by Wall St. Rank held Frontdoor as of Q1 2020.

Based on Vulcan Value Partners's 13F filing for Q1 2020, filed 15 May 2020.