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  Name: Douglas Lane & Associates LLC
  City: NEW YORK
  State: NY
  Zip: 10017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $7,077,014,000
  Total Value Change : $586,060,000
  Securities Held Change : -5
   
All Securities Held : 243
  New Positions : 9
  Closed Positions : 14
  Increased Positions : 85
  Unchanged Positions : 20
  Decreased Positions : 129

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CPAY)1 Year Chart         CPAY Corpay Inc New $304.72 $5,304,000 17,190 0.07% 5,304,000 17,190 0.024    Business Services
   (CI)1 Year Chart         CI Cigna Corporation 171 New $346.70 $648,000 1,785 0.01% 648,000 1,785 0    Health Care Plans
   (PSX)1 Year Chart         PSX Phillips 66 204 New $145.21 $320,000 1,961 0% 320,000 1,961 0    Oil & Gas Refining, P...
   (HIG)1 Year Chart         HIG Hartford Financial Services... 209 New $99.34 $285,000 2,762 0% 285,000 2,762 0.001    Property & Casualty I...
   (OMC)1 Year Chart         OMC Omnicom Group Inc 221 New $94.70 $236,000 2,443 0% 236,000 2,443 0.002    Advertising Agencies
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 225 New $325.89 $225,000 750 0% 225,000 750 0    Diversified Machinery
   (STRL)1 Year Chart         STRL Sterling Construction Co Inc 227 New $122.00 $223,000 2,024 0% 223,000 2,024 0.007    Residential Construct...
   (AMPD)1 Year Chart         AMPD Workhorse Group Inc 238 New $0.20 $3,000 14,849 0% 3,000 14,849 0.018    N/A

      8 Records Found
  1    
Page 1 of 1
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