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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
MSMorgan Stanley New
Recent Activity
Decreased -3.13%
1.72%
$121.799M
968,815 shares@ $125.72 avg price
RGAReinsurance Group America Inc
Recent Activity
Decreased -1.16%
1.71%
$120.92M
566,026 shares@ $213.64 avg price
MAMastercard Inc Cl A
Recent Activity
Decreased -2.49%
1.56%
$110.502M
209,853 shares@ $526.58 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -0.58%
1.47%
$103.749M
81,867 shares@ $1267.29 avg price
GEGe Aerospace New
Recent Activity
Decreased -4.58%
1.4%
$98.929M
593,133 shares@ $166.79 avg price
BACBank Of America Corp
Recent Activity
Decreased -5.86%
1.37%
$97.062M
2.208M shares@ $43.96 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -4.71%
1.37%
$96.959M
1.714M shares@ $56.56 avg price
ORCLOracle Corp
Recent Activity
Decreased -2.89%
1.34%
$94.383M
566,388 shares@ $166.65 avg price
EQIXEquinix Inc
Recent Activity
Decreased -0.28%
1.3%
$91.594M
97,141 shares@ $942.9 avg price
IRIngersoll-rand Plc Shs
Recent Activity
Decreased -3.31%
1.13%
$79.797M
882,126 shares@ $90.46 avg price