Lisa A. Sheeler
@Rhumbline Advisers
Latest period2024 - Q3ReportedManaged Assets$110.853BTotal holdings4249
Assets growth rate4.19%Assets growth rate (2-Q avg)3.19%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Rhumbline Advisers's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4249 positions.
Assets under management
The assets under management (AUM) of Rhumbline Advisers over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 110.853B in assets, with a quarterly growth rate of 4.19% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Lisa A. Sheeler, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TELTe Connectivity Ltd Reg Shs
| 0% | $55.047M 365,929 shares@ $150.43 avg price | Exited |
FERGFerguson Plc
| 0% | $44.525M 229,924 shares@ $193.65 avg price | Exited |
EXEChesapeake Energy Co
| 0% | $27.426M 333,692 shares@ $82.19 avg price | Exited |
WRKWestrock Co Com
| 0% | $22.961M 456,844 shares@ $50.26 avg price | Exited |
ETRNEquitrans Midstream Corp
| 0% | $19.061M 1.468M shares@ $12.98 avg price | Exited |
WIREEncore Wire Corp Com
| 0% | $11.033M 38,067 shares@ $289.83 avg price | Exited |
SITCSite Centers Corp
| 0% | $9.048M 623,994 shares@ $14.5 avg price | Exited |
NYCBNew York Cmnty Bancorp Inc Com
| 0% | $8.399M 2.608M shares@ $3.22 avg price | Exited |
SIXSix Flags Entmt Corp New Com
| 0% | $6.853M 206,799 shares@ $33.14 avg price | Exited |
BATRKLiberty Media Corp Series C Liberty Sirius
| 0% | $4.106M 185,286 shares@ $22.16 avg price | Exited |