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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
CTSHCognizant Technology Solutions
Recent Activity
Increased 1.3%
0.01%
$233,666
3,039 shares@ $76.89 avg price
CMICummins Inc
Recent Activity
Increased 1.62%
0.01%
$219,635
630 shares@ $348.63 avg price
AEPAmerican Electric Power Co Inc
Recent Activity
Increased 3.14%
0.01%
$212,665
2,306 shares@ $92.23 avg price
PEGPublic Services Enterprise Gro
Recent Activity
Increased 6.2%
0.01%
$208,494
2,468 shares@ $84.48 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 6.81%
0.01%
$201,441
958 shares@ $210.28 avg price