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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
CIThe Cigna Group
Recent Activity
Increased 3.55%
0.01%
$451,869
1,636 shares@ $276.21 avg price
TTTrane Technologies Plc Shs
Recent Activity
Increased 90.32%
0.01%
$442,696
1,199 shares@ $369.23 avg price
MCHPMicrochip Technology Inc
Recent Activity
Increased 1.44%
0.01%
$421,924
7,357 shares@ $57.36 avg price
NVONovo-nordisk A S Adr
Recent Activity
Increased 1.15%
0.01%
$418,050
4,860 shares@ $86.02 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 9.15%
0.01%
$403,809
3,748 shares@ $107.74 avg price
AZOAutozone Inc
Recent Activity
Increased 1.64%
0.01%
$397,400
124 shares@ $3204.84 avg price
TXNTexas Instruments Inc
Recent Activity
Increased 6.46%
0.01%
$365,082
1,947 shares@ $187.52 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 2.39%
0.01%
$327,363
986 shares@ $332.02 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 1.01%
0.01%
$264,878
1,005 shares@ $263.57 avg price
DEDeere & Co
Recent Activity
Increased 4.7%
0.01%
$236,069
557 shares@ $423.83 avg price