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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
GEGeneral Electric Co
Recent Activity
Increased 2.95%
0.34%
$367.533M
1.949M shares@ $188.58 avg price
ABTAbbott Lab Com
Recent Activity
Decreased -2.86%
0.34%
$365.912M
3.209M shares@ $114.02 avg price
VZVerizon Communications Com
Recent Activity
Decreased -3.35%
0.33%
$362.173M
8.064M shares@ $44.91 avg price
WFCWells Fargo & Co New Com Stk
Recent Activity
Decreased -1.09%
0.32%
$352.06M
6.232M shares@ $56.49 avg price
INTUIntuit Com
Recent Activity
Decreased -2.06%
0.32%
$351.356M
565,791 shares@ $621.0 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
Decreased -0.49%
0.31%
$340.483M
693,068 shares@ $491.27 avg price
CATCaterpillar Inc Com
Recent Activity
Increased 0.48%
0.31%
$338.538M
865,561 shares@ $391.12 avg price
NOWServicenow Inc Com
Recent Activity
Decreased -1.46%
0.31%
$336.325M
376,038 shares@ $894.39 avg price
DHRDanaher Corp Com
Recent Activity
Decreased -4.39%
0.3%
$327.928M
1.18M shares@ $278.02 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -4.18%
0.3%
$327.777M
1.017M shares@ $322.21 avg price