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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
ISRGIntuitive Surgical Inc New
Recent Activity
Decreased -1.28%
0.28%
$19.795M
37,925 shares@ $521.96 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -20.79%
0.28%
$19.214M
318,530 shares@ $60.32 avg price
MLMMartin Marietta Materials Inc
Recent Activity
Decreased -1.36%
0.26%
$17.786M
34,436 shares@ $516.5 avg price
MPCMarathon Petroleum Corp
Recent Activity
Decreased -1.86%
0.24%
$16.766M
120,189 shares@ $139.51 avg price
NVSNovartis A G Spon Adr
Recent Activity
Decreased -4.17%
0.22%
$15.372M
157,974 shares@ $97.32 avg price
BRBroadridge Financial Solutions
Recent Activity
Decreased -3.42%
0.21%
$14.882M
65,823 shares@ $226.09 avg price
EXPDExpeditors Intl Inc
Recent Activity
Decreased -1.2%
0.21%
$14.4M
129,999 shares@ $110.77 avg price
APAApa Corp
Recent Activity
Decreased -14.11%
0.16%
$10.851M
469,943 shares@ $23.1 avg price
ACNAccenture Plc Ireland Shs Clas
Recent Activity
Decreased -4.63%
0.16%
$10.686M
30,377 shares@ $351.8 avg price
URIUnited Rentals Inc
Recent Activity
Decreased -3.94%
0.15%
$10.233M
14,526 shares@ $704.45 avg price