Fuller & Thaler Asset Management’s Root ROOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,370
Closed -$303K 596
2025
Q2
$303K Sell
2,370
-945
-29% -$128K ﹤0.01% 475
2025
Q1
$442K Sell
3,315
-2,765
-45% -$317K ﹤0.01% 452
2024
Q4
$441K Buy
+6,080
New +$420K ﹤0.01% 477

Other funds holding ROOT

Fuller & Thaler Asset Management's ROOT Position: Q3 2025 in Review

Fuller & Thaler Asset Management sold out of Root (ROOT) in Q3 2025, closing a stake of 2,370 shares — an estimated $303K sold.

Fuller & Thaler Asset Management first reported a position in ROOT in Q4 2024 and held it in 3 quarters. The position peaked at $442K in Q1 2025. 182 funds tracked by Wall St. Rank hold ROOT as of Q3 2025.

  • Fuller & Thaler Asset Management reported no remaining Root position as of Q3 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 2,370 Root shares in Q3 2025, an estimated $303K.
  • Fuller & Thaler Asset Management first reported a position in Root in Q4 2024 and held it in 3 quarters.
  • Fuller & Thaler Asset Management's Root position peaked at $442K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Root as of Q3 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.