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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
SSYSStratasys Ltd Shs
Recent Activity
Decreased -50.78%
0.08%
$5.346M
601,369 shares@ $8.89 avg price
SWKStanley Black & Decker Inc
Recent Activity
Decreased -46.12%
0.07%
$4.728M
58,891 shares@ $80.3 avg price
COSTCostco Wholesale Corp New
Recent Activity
Decreased -2.61%
0.07%
$4.498M
4,910 shares@ $916.19 avg price
TCEHYTencent Holdings Ltd Unsponsor
Recent Activity
Decreased -23.03%
0.07%
$4.427M
82,467 shares@ $53.69 avg price
OGNOrganon & Co
Recent Activity
Decreased -49.05%
0.06%
$4.041M
270,838 shares@ $14.93 avg price
ITGartner Inc
Recent Activity
Decreased -3.1%
0.06%
$3.744M
7,728 shares@ $484.48 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.87%
0.05%
$3.379M
20,158 shares@ $167.65 avg price
RBLXRoblox Corp Cl A
Recent Activity
Decreased -63.46%
0.04%
$2.383M
41,177 shares@ $57.86 avg price
FDXFedex Corp
Recent Activity
Decreased -2.67%
0.04%
$2.283M
8,114 shares@ $281.32 avg price
SYFSynchrony Financial
Recent Activity
Decreased -22.92%
0.03%
$2.125M
32,685 shares@ $65.0 avg price