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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
DISDisney Walt Co
Recent Activity
Decreased -2.19%
1.02%
$71.903M
645,738 shares@ $111.35 avg price
USBUs Bancorp Del New
Recent Activity
Decreased -2.71%
1%
$70.844M
1.481M shares@ $47.84 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
LWLamb Weston Holdings Inc
Recent Activity
Decreased -7.94%
0.97%
$68.245M
1.021M shares@ $66.83 avg price
PYPLPaypal Holdings Inc
Recent Activity
Decreased -1.78%
0.96%
$67.93M
795,899 shares@ $85.35 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -2.87%
0.93%
$65.543M
111,942 shares@ $585.51 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.16%
0.91%
$64.191M
1.031M shares@ $62.27 avg price
LOWLowe's Cos Inc
Recent Activity
Decreased -4.56%
0.91%
$63.963M
259,170 shares@ $246.81 avg price
RXORxo Inc
Recent Activity
Increased 0.11%
0.9%
$63.764M
2.675M shares@ $23.85 avg price