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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
STZConstellation Brands Inc Cl A
Recent Activity
Decreased -12.11%
0.5%
$35.069M
158,683 shares@ $221.0 avg price
KDKyndryl Holdings Inc
Recent Activity
Decreased -1.89%
0.49%
$34.575M
999,286 shares@ $34.61 avg price
ADSKAutodesk Inc
Recent Activity
Decreased -7.92%
0.49%
$34.222M
115,784 shares@ $295.58 avg price
KIMKimco Realty Corp
Recent Activity
Decreased -0.76%
0.46%
$32.5M
1.387M shares@ $23.43 avg price
CVSCvs Health Corp
Recent Activity
Decreased -40.1%
0.44%
$30.978M
690,096 shares@ $44.9 avg price
MMacys Inc
Recent Activity
Decreased -4.55%
0.42%
$29.624M
1.75M shares@ $16.93 avg price
ALAir Lease Corp Cl A
Recent Activity
Decreased -17.99%
0.4%
$28.166M
584,231 shares@ $48.21 avg price
HONHoneywell International Inc
Recent Activity
Decreased -16.18%
0.34%
$23.425M
103,700 shares@ $225.9 avg price
CLFCleveland-cliffs Inc New
Recent Activity
Decreased -18.62%
0.31%
$21.383M
2.275M shares@ $9.41 avg price
FFord Motor Co
Recent Activity
Decreased -5.05%
0.3%
$20.75M
2.096M shares@ $9.9 avg price