test

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
UALUnited Airlines Holdings Inc
Recent Activity
Decreased -7.68%
0.64%
$45.185M
465,346 shares@ $97.1 avg price
PRUPrudential Financial Inc
Recent Activity
Decreased -30.67%
0.64%
$44.874M
378,589 shares@ $118.53 avg price
ELANElanco Animal Health Inc
Recent Activity
Decreased -2.06%
0.64%
$44.685M
3.69M shares@ $12.12 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Decreased -3.38%
0.6%
$42.485M
402,208 shares@ $105.63 avg price
GMGeneral Motors Co
Recent Activity
Decreased -18.33%
0.6%
$42.434M
796,584 shares@ $53.27 avg price
CCitigroup Inc New
Recent Activity
Decreased -3.77%
0.6%
$42.217M
599,754 shares@ $70.39 avg price
SPGSimon Property Group Inc New
Recent Activity
Decreased -2.38%
0.59%
$41.429M
240,574 shares@ $172.22 avg price
SHELShell Plc
Recent Activity
Decreased -13.46%
0.55%
$38.737M
618,316 shares@ $62.65 avg price
EIXEdison International
Recent Activity
Decreased -9.39%
0.55%
$38.555M
482,898 shares@ $79.85 avg price
SCSSteelcase Inc Cl A
Recent Activity
Decreased -5.86%
0.51%
$35.869M
3.035M shares@ $11.82 avg price