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 |
---|---|---|---|
PALProficient Auto Logistic
| 0.01% | $223,089 15,733 shares@ $14.18 avg price | New Position |
SEGSeaport Entertainment Group
| 0.01% | $216,067 7,881 shares@ $27.42 avg price | New Position |
WBTNWebtoon Entertainment
| 0.01% | $196,957 17,217 shares@ $11.44 avg price | New Position |
MMYTMakemytrip Ord
| 0.01% | $195,566 2,104 shares@ $92.95 avg price | New Position |
BOWBowhead Specialty Holdin
| 0.01% | $186,206 6,648 shares@ $28.01 avg price | New Position |
ALMSAlumis
| 0.01% | $142,081 13,304 shares@ $10.68 avg price | New Position |
MALRYMineral Resources Ltd-adr
| 0.01% | $129,991 3,670 shares@ $35.42 avg price | New Position |
NPSCYNippon Steel Corp-spon Adr
| 0.01% | $128,324 17,110 shares@ $7.5 avg price | New Position |
SUNSSunrise Realty Trust Inc
| 0.01% | $113,833 7,911 shares@ $14.39 avg price | New Position |
SVCOSilvaco Group
| 0.01% | $81,247 5,682 shares@ $14.3 avg price | New Position |