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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
EOGEog Resources Inc
Recent Activity
Increased 2.08%
0.89%
$62.699M
511,493 shares@ $122.58 avg price
WDAYWorkday Inc Cl A
Recent Activity
Increased 42.24%
0.87%
$61.485M
238,288 shares@ $258.03 avg price
FCXFreeport-mcmoran Inc Cl B
Recent Activity
Increased 4.38%
0.84%
$58.985M
1.549M shares@ $38.09 avg price
ROPRoper Technologies Inc
Recent Activity
Increased 18.95%
0.81%
$57.005M
109,656 shares@ $519.85 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 1.27%
0.78%
$54.688M
249,275 shares@ $219.39 avg price
HSYHershey Co
Recent Activity
Increased 15.48%
0.76%
$53.762M
317,461 shares@ $169.36 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 30.7%
0.74%
$52.238M
1.362M shares@ $38.34 avg price
DOCHealthpeak Properties Inc
Recent Activity
Increased 73.45%
0.74%
$52.184M
2.574M shares@ $20.28 avg price
MRKMerck & Co Inc
Recent Activity
Increased 3.26%
0.73%
$51.689M
519,589 shares@ $99.48 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 6.22%
0.7%
$49.61M
461,192 shares@ $107.57 avg price