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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
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.94%
1.34%
$94.948M
182,511 shares@ $520.24 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.11%
1.23%
$86.683M
599,386 shares@ $144.63 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Increased 0.13%
1.18%
$83.064M
2.213M shares@ $37.54 avg price
HLNHaleon Plc Adr
Recent Activity
Increased 1.92%
1.17%
$82.274M
8.624M shares@ $9.54 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 5.15%
1.12%
$79.098M
431,261 shares@ $183.41 avg price
BABoeing Co
Recent Activity
Increased 6.38%
1.09%
$76.949M
434,740 shares@ $177.0 avg price
DHRDanaher Corp
Recent Activity
Increased 3.77%
1.08%
$75.916M
330,715 shares@ $229.55 avg price
APDAir Products & Chemicals Inc
Recent Activity
Increased 10.41%
0.99%
$69.606M
239,987 shares@ $290.04 avg price
CVXChevron Corp New
Recent Activity
Increased 6.14%
0.99%
$69.524M
480,006 shares@ $144.84 avg price
RXORxo Inc
Recent Activity
Increased 0.11%
0.9%
$63.764M
2.675M shares@ $23.85 avg price