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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
BUDAnheuser Busch Inbev Sa Nv Spo
Recent Activity
Decreased -10.82%
0.79%
$55.808M
1.115M shares@ $50.07 avg price
TFCTruist Financial Corp
Recent Activity
Decreased -2.85%
0.79%
$55.409M
1.277M shares@ $43.38 avg price
GSKGsk Plc Sponsored Adr
Recent Activity
Decreased -25.07%
0.78%
$55.076M
1.629M shares@ $33.82 avg price
AAAlcoa Corp
Recent Activity
Decreased -2.33%
0.74%
$52.465M
1.389M shares@ $37.79 avg price
RACEFerrari N V
Recent Activity
Decreased -2.65%
0.67%
$47.171M
111,033 shares@ $424.85 avg price
XPOXpo Inc
Recent Activity
Decreased -16.6%
0.65%
$45.964M
350,471 shares@ $131.16 avg price
IBMInternational Business Machine
Recent Activity
Decreased -4.19%
0.65%
$45.88M
208,707 shares@ $219.83 avg price
RTXRtx Corp
Recent Activity
Decreased -1.19%
0.65%
$45.6M
394,052 shares@ $115.72 avg price
DEODiageo P L C Spon Adr New
Recent Activity
Decreased -20.18%
0.65%
$45.489M
357,815 shares@ $127.13 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.61%
0.64%
$45.251M
239,044 shares@ $189.31 avg price