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 |
---|---|---|---|
SLCAU S Silica Hldgs Inc
| 0% | $3.935M 254,698 shares@ $15.45 avg price | Exited |
CERECerevel Therapeutics Holding
| 0% | $3.591M 87,810 shares@ $40.89 avg price | Exited |
PENGSmart Global Holdings Inc
| 0% | $3.542M 154,867 shares@ $22.87 avg price | Exited |
HIBBHibbett Inc
| 0% | $3.155M 36,183 shares@ $87.21 avg price | Exited |
HAHawaiian Holdings Inc Com
| 0% | $3.107M 249,992 shares@ $12.43 avg price | Exited |
ATRIAtrion Corp Com
| 0% | $3.028M 6,693 shares@ $452.43 avg price | Exited |
DODRWDiamond Offshore Drilling In
| 0% | $2.614M 168,740 shares@ $15.49 avg price | Exited |
MORFMorphic Hldg Inc
| 0% | $2.227M 65,379 shares@ $34.07 avg price | Exited |
EVBGEverbridge Inc
| 0% | $2.147M 61,361 shares@ $34.99 avg price | Exited |
NWLINational Westn Life Group Inc Cl A Co
| 0% | $2.067M 4,159 shares@ $496.94 avg price | Exited |