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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
CSCOCisco Systems Inc
Recent Activity
Decreased -8.77%
0.14%
$9.868M
166,691 shares@ $59.21 avg price
IHRTIheartmedia Inc Cl A
Recent Activity
Decreased -32.9%
0.13%
$9.183M
4.638M shares@ $1.99 avg price
ECLEcolab Inc
Recent Activity
Decreased -2.52%
0.13%
$8.891M
37,942 shares@ $234.32 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -49.19%
0.12%
$8.179M
24,867 shares@ $328.93 avg price
BRK.BBerkshire Hathaway Inc Cl B Ne
Recent Activity
Decreased -0.41%
0.11%
$7.179M
15,838 shares@ $453.28 avg price
BABAAlibaba Group Holding Ltd Spon
Recent Activity
Decreased -22.22%
0.11%
$7.145M
84,268 shares@ $84.8 avg price
ITWIllinois Tool Works Inc
Recent Activity
Decreased -28.77%
0.1%
$6.915M
27,271 shares@ $253.57 avg price
TAt&t Inc
Recent Activity
Decreased -6.39%
0.09%
$6.294M
276,417 shares@ $22.77 avg price
CBChubb Limited
Recent Activity
Decreased -6.51%
0.09%
$5.674M
20,535 shares@ $276.31 avg price
NYTNew York Times Co Cl A
Recent Activity
Decreased -10.66%
0.08%
$5.503M
105,728 shares@ $52.05 avg price