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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QXOQxo Inc
Recent Activity
New Position
0.01%
$75,696
4,800 shares@ $15.77 avg price
BKSYBlacksky Technology Inc
Recent Activity
New Position
0.01%
$75,070
15,839 shares@ $4.74 avg price
KVYOKlaviyo Inc-a
Recent Activity
New Position
0.01%
$72,564
2,051 shares@ $35.38 avg price
BLTEBelite Bio Inc - Adr
Recent Activity
New Position
0.01%
$67,272
1,435 shares@ $46.88 avg price
BKGFYBerkeley Group Unspon Adr
Recent Activity
New Position
0.01%
$65,347
5,166 shares@ $12.65 avg price
WLMIYWilmar International-uns Adr
Recent Activity
New Position
0.01%
$59,584
2,305 shares@ $25.85 avg price
SPXSYSpirax Group Plc-unsp Adr
Recent Activity
New Position
0.01%
$55,966
1,110 shares@ $50.42 avg price
NNENano Nuclear Energy
Recent Activity
New Position
0.01%
$54,322
3,770 shares@ $14.41 avg price
TWODYTaylor Wimpey Plc-unspon Adr
Recent Activity
New Position
0.01%
$52,331
2,330 shares@ $22.46 avg price
SOAGYSartorius Ag Adr
Recent Activity
New Position
0.01%
$36,933
658 shares@ $56.13 avg price