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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 Shs
Recent Activity
Exited
0%
$62.674M
870,348 shares@ $72.01 avg price
EXASExact Sciences Corp
Recent Activity
Exited
0%
$408,720
6,000 shares@ $68.12 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$357,965
377 shares@ $949.51 avg price
KLACKla Corp
Recent Activity
Exited
0%
$236,195
305 shares@ $774.41 avg price
AJGGallagher Arthur J & Co
Recent Activity
Exited
0%
$231,005
821 shares@ $281.38 avg price
DDDupont De Nemours Inc
Recent Activity
Exited
0%
$223,687
2,510 shares@ $89.12 avg price
OMCOmnicom Group Inc
Recent Activity
Exited
0%
$213,500
2,065 shares@ $103.39 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$210,442
360 shares@ $584.57 avg price
TSLATesla Inc
Recent Activity
Exited
0%
$208,813
798 shares@ $261.68 avg price