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Nicole Solinga-Stasi

@Douglas Lane & Associates, Llc

Latest period2024 - Q4ReportedManaged Assets$7.091BTotal holdings234
Assets growth rate-2.53%Assets growth rate (2-Q avg)0.41%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Douglas Lane & Associates, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Douglas Lane & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 7.091B in assets, with a quarterly growth rate of -2.53% and a 2-quarter average growth rate of 0.41%. The portfolio is managed by Nicole Solinga-Stasi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APTVAptiv Plc
Recent Activity
New Position
0.87%
$61.202M
1.012M shares@ $60.48 avg price
CSGPCostar Group Inc
Recent Activity
New Position
0.39%
$27.446M
383,384 shares@ $71.6 avg price
CSLCarlisle Cos Inc
Recent Activity
New Position
0.02%
$787,105
2,134 shares@ $368.85 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.01%
$410,187
400 shares@ $1025.47 avg price
MOAltria Group Inc
Recent Activity
New Position
0.01%
$247,404
4,731 shares@ $52.3 avg price