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Fuller & Thaler Asset Management

Fuller & Thaler Asset Management is an investment advisor in San Mateo with $17.58B assets under management.

Company profile

Employees
Location
Fiscal year end
Former names
Fuller & Thaler Asset Management
SEC CIK
IRS number
943176968
SEC advisor number
801-43915
FINRA CRD number
107033
AUM ?
$17.58B (as of 13 Jun 22)
Accounts
1,953 (as of 13 Jun 22)
Employees
20 (13 investment advisory or research)
Address
Fuller & Thaler Asset Management
411 BOREL AVENUE, SUITE 300
SAN MATEO
CA 94402
Phone
6509311500

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 485 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$436.28M 21.28M 23.51M -9.5
$294.15M 27.09M 29.26M -7.4
$259.17M 17.52M 14.3M +22.5
$249.55M 11.42M 6.99M +63.3
$227.05M 4.16M 4.55M -8.7
$214.34M 3.89M 5.75M -32.3
$205.7M 4.29M 4.58M -6.3
$192.64M 3.17M 3.42M -7.2
$180.03M 275.37K 238.78K +15.3
$175.59M 140.91K 139.92K +0.7
$174.67M 2.38M 2.57M -7.4
$174.05M 1.87M 2.07M -9.7
$171.23M 3.54M 4.46M -20.5
$161.23M 13.4M 11.73M +14.3
$158.95M 3.1M 3.5M -11.3
$158.32M 1.72M 1.84M -6.9
$153.97M 653.41K 664.3K -1.6
$149.08M 4.18M NEW
$148.8M 3.22M 3.85M -16.6
$147.49M 1.69M 2.61M -35.1
$143.32M 2.25M 2.68M -16.0
$126.3M 868.54K 757.55K +14.7
$124.67M 689.33K 743.01K -7.2
$123.89M 1.02M 979.75K +3.9
$123.03M 1.96M 2.08M -5.6
$121.51M 1.26M 1.54M -18.1
$121.38M 8.32M 7.08M +17.5
$121.1M 6.69M 7.04M -5.0
$119.91M 3.85M 3.97M -2.9
$117.68M 6.83M 1.56M +338.8
$113.95M 5.64M 6.26M -10.0
$112.57M 769.7K 784.05K -1.8
$111.42M 1.08M 1.19M -8.8
$110.47M 1.49M 1.6M -7.2
$108.02M 7.8M 8.35M -6.5
$104.59M 642.11K 662.49K -3.1
$103.76M 3.81M 4.11M -7.3
$103.53M 1.42M 1.52M -6.7
$102.75M 5.94M 6.41M -7.2
$101.1M 1.62M 1.11M +45.4
$100.76M 2.85M 3.63M -21.3
$99.96M 3.53M 3.8M -7.2
$99.17M 388.37K 271.47K +43.1
$96.15M 1.36M 450.7K +202.7
$94.65M 1.32M 730.72K +80.9
$93.63M 7M 7.56M -7.5
$93.42M 1.25M 1.33M -5.8
$92.72M 398.16K 433.79K -8.2
$90.81M 1.77M 1.99M -11.2
$90.09M 611.5K 658.64K -7.2
Holdings list only includes long positions. Only includes long positions.

Calendar

24 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings