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Fund Update: Douglas Lane & Associates, LLC Just Disclosed New Holdings

Quiver Quantitative ·  Jan 10 03:45

Douglas Lane & Associates, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • A decrease of -870,348 shares of $APTV (~$-52,638,647). This was a decrease of ~-100% from their previous position.
  • An addition of 383,384 shares of $CSGP (~$27,446,461). This was an increase of ~inf% over their previous position.
  • An addition of 789,445 shares of $WSC (~$26,406,935). This was an increase of ~379% over their previous position.
  • An addition of 1,090,130 shares of $DOC (~$22,096,935). This was an increase of ~73% over their previous position.
  • A decrease of -462,101 shares of $CVS (~$-20,743,714). This was a decrease of ~-40% from their previous position.
  • A decrease of -167,537 shares of $PRU (~$-19,858,161). This was a decrease of ~-31% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's fund page for Douglas Lane & Associates, LLC for more details.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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