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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
AAPLApple Inc Com Stk
Recent Activity
Increased 0.72%
6.09%
$6.747B
28.955M shares@ $233.0 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -1.55%
5.64%
$6.244B
14.51M shares@ $430.3 avg price
NVDANvidia Corp Com
Recent Activity
Decreased -0.88%
5.08%
$5.626B
46.326M shares@ $121.44 avg price
AMZNAmazon.com Inc Com
Recent Activity
Decreased -0.37%
2.98%
$3.292B
17.67M shares@ $186.33 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.67%
2.23%
$2.468B
4.311M shares@ $572.44 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -1.4%
1.71%
$1.89B
11.396M shares@ $165.85 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -1.84%
1.42%
$1.563B
9.35M shares@ $167.2 avg price
AVGOBroadcom Inc
Recent Activity
Increased 916.86%
1.39%
$1.535B
8.901M shares@ $172.51 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -1.84%
1.28%
$1.414B
3.072M shares@ $460.26 avg price
TSLATesla Inc
Recent Activity
Decreased -1.28%
1.24%
$1.373B
5.249M shares@ $261.63 avg price