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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
ZTSZoetis Inc Cl A
Recent Activity
Increased 1076.13%
0.23%
$15.869M
97,395 shares@ $162.94 avg price
INTUIntuit Inc
Recent Activity
Increased 109.93%
0.22%
$15.502M
24,666 shares@ $628.49 avg price
HDHome Depot Inc
Recent Activity
Increased 0.16%
0.16%
$10.887M
27,987 shares@ $388.99 avg price
CFCf Industries Holdings Inc
Recent Activity
Increased 3.17%
0.15%
$10.51M
123,186 shares@ $85.33 avg price
ALCAlcon Inc Ord Shs
Recent Activity
Increased 3.91%
0.13%
$9.177M
108,099 shares@ $84.89 avg price
MLKNMillerknoll Inc
Recent Activity
Increased 5.01%
0.07%
$4.898M
216,843 shares@ $22.59 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.27%
0.06%
$3.747M
14,378 shares@ $260.65 avg price
VLOValero Energy Corp New
Recent Activity
Increased 10.75%
0.06%
$3.742M
30,528 shares@ $122.6 avg price
GRALGrail Inc
Recent Activity
Increased 40.58%
0.05%
$3.034M
169,977 shares@ $17.86 avg price
LLYLilly Eli & Co
Recent Activity
Increased 10.93%
0.04%
$2.179M
2,823 shares@ $771.96 avg price