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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
VMCVulcan Materials Co
Recent Activity
Increased 0.11%
0.51%
$35.698M
138,778 shares@ $257.23 avg price
PEPPepsico Inc
Recent Activity
Increased 9.97%
0.48%
$33.593M
220,922 shares@ $152.07 avg price
WSCWillscot Holdings Corp
Recent Activity
Increased 379.09%
0.48%
$33.373M
997,693 shares@ $33.46 avg price
MRNAModerna Inc
Recent Activity
Increased 62.88%
0.46%
$32.175M
773,804 shares@ $41.58 avg price
SJMSmucker J M Co New
Recent Activity
Increased 6.67%
0.43%
$29.875M
271,299 shares@ $110.13 avg price
WPMWheaton Precious Metal
Recent Activity
Increased 2.67%
0.41%
$28.998M
515,605 shares@ $56.24 avg price
NUENucor Corp
Recent Activity
Increased 109.98%
0.34%
$23.91M
204,864 shares@ $116.71 avg price
WCNWaste Connections Inc
Recent Activity
Increased 20.87%
0.32%
$22.178M
129,256 shares@ $171.59 avg price
GXOGxo Logistics Inc
Recent Activity
Increased 6.9%
0.3%
$20.904M
480,553 shares@ $43.51 avg price
WBDWarner Bros. Discovery Inc
Recent Activity
Increased 13.95%
0.26%
$18.253M
1.727M shares@ $10.57 avg price