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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
CRMSalesforce Inc
Recent Activity
Increased 57.49%
0.68%
$47.723M
142,741 shares@ $334.34 avg price
AAPLApple Inc
Recent Activity
Increased 0.84%
0.66%
$46.12M
184,171 shares@ $250.43 avg price
AESAes Corp
Recent Activity
Increased 0.92%
0.65%
$45.575M
3.541M shares@ $12.88 avg price
RBCRbc Bearings Inc
Recent Activity
Increased 16.96%
0.63%
$44.109M
147,452 shares@ $299.14 avg price
CFRUYCompagnie Financiere Richemont
Recent Activity
Increased 18.98%
0.63%
$44.043M
2.894M shares@ $15.22 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.69%
0.61%
$42.848M
84,702 shares@ $505.87 avg price
ILMNIllumina Inc
Recent Activity
Increased 1.53%
0.56%
$39.392M
294,787 shares@ $133.64 avg price
TECKTeck Resources Ltd Cl B
Recent Activity
Increased 10.64%
0.55%
$38.528M
950,612 shares@ $40.54 avg price
ELLauder Estee Cos Inc Cl A
Recent Activity
Increased 47.82%
0.54%
$38.194M
509,393 shares@ $74.99 avg price
GEHCGe Healthcare Technologies Inc
Recent Activity
Increased 4.44%
0.53%
$37.559M
480,419 shares@ $78.18 avg price