Douglas Lane & Associates, LLC Reduced Holdings in Q3 2024

Douglas Lane & Associates, LLC

  • $7.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
-242
- 5.87%
$196.96 - $223.45 $47.7K - $54.1K
3.88K $805K
ETN
Eaton Corp PLC

Industrials
-261
- 21.32%
$272.52 - $333.02 $71.1K - $86.9K
963 $319K
EPD
Enterprise Products Partners L.P.

Energy
-2.2K
- 13.25%
$27.88 - $30.0 $61.2K - $65.9K
14.4K $418K
LUV
Southwest Airlines CO

Industrials
-3.2K
- 9.82%
$23.7 - $29.93 $75.8K - $95.8K
29.4K $870K
EMR
Emerson Electric CO

Industrials
-420
- 5.2%
$98.19 - $118.87 $41.2K - $49.9K
7.66K $837K
COP
Conocophillips

Energy
-76
- 1.73%
$102.3 - $116.61 $7.77K - $8.86K
4.33K $455K
WFC
Wells Fargo & Company

Financial Services
-184
- 1.59%
$51.58 - $60.97 $9.49K - $11.2K
11.4K $643K
OTIS
Otis Worldwide Corp

Industrials
-531
- 15.64%
$91.43 - $104.43 $48.5K - $55.5K
2.87K $297K
KLAC
Kla Corp

Technology
-16
- 4.98%
$696.17 - $892.35 $11.1K - $14.3K
305 $236K
BDX
Becton Dickinson & CO

Healthcare
-123
- 7.05%
$221.47 - $242.41 $27.2K - $29.8K
1.62K $391K
FTV
Fortive Corp

Technology
-500
- 8.72%
$67.01 - $79.2 $33.5K - $39.6K
5.23K $413K
OMC
Omnicom Group Inc.

Communication Services
-400
- 16.23%
$87.69 - $103.9 $35.1K - $41.6K
2.07K $213K
UPS
United Parcel Service Inc

Industrials
-9
- 0.31%
$123.32 - $147.38 $1.11K - $1.33K
2.89K $393K
PLUG
Plug Power Inc

Industrials
-10
- 0.04%
$1.61 - $3.34 $16.1 - $33.4
23K $51K
Corpay Inc
-4.89K
- 60.59%
N/A
3.18K $0
Ge Vernova Inc
-49.6K
- 50.32%
N/A
48.9K $0
Kenvue Inc
-169K
- 42.22%
N/A
231K $0
Veralto Corp
-8.4K
- 44.44%
N/A
10.5K $0
Gsk PLC Sponsored Adr
-34.9K
- 1.58%
N/A
2.17M $0
COST
Costco Wholesale Corp

Consumer Defensive
-209
- 3.98%
$801.83 - $917.05 $168K - $192K
5.04K $4.47M
DD
Du Pont De Nemours, Inc.

Basic Materials
-172
- 6.41%
$77.22 - $89.49 $13.3K - $15.4K
2.51K $223K
CI
Cigna Corp

Healthcare
-53
- 3.25%
$319.12 - $367.1 $16.9K - $19.5K
1.58K $547K
AJG
Arthur J. Gallagher & Co.

Financial Services
-30
- 3.53%
$259.22 - $299.75 $7.78K - $8.99K
821 $231K
LHX
L3 Harris Technologies, Inc.

Industrials
-2
- 0.22%
$221.96 - $243.27 $444 - $487
897 $213K
AEP
American Electric Power CO Inc

Utilities
-240
- 9.69%
$87.11 - $104.95 $20.9K - $25.2K
2.24K $229K
TGT
Target Corp

Consumer Defensive
-150
- 3.15%
$133.47 - $159.25 $20K - $23.9K
4.61K $719K
DE
Deere & CO

Industrials
-24
- 4.32%
$344.84 - $418.0 $8.28K - $10K
532 $222K
GIS
General Mills Inc

Consumer Defensive
-739
- 10.47%
$62.5 - $75.15 $46.2K - $55.5K
6.32K $466K
KKR
Kkr & Co. Inc.

Financial Services
-1.5K
- 17.46%
$104.51 - $133.23 $157K - $200K
7.09K $925K
UNP
Union Pacific Corp

Industrials
-64
- 2.3%
$221.78 - $256.09 $14.2K - $16.4K
2.72K $670K
DUK
Duke Energy Corp

Utilities
-93
- 2.64%
$99.35 - $117.71 $9.24K - $10.9K
3.43K $395K
CL
Colgate Palmolive CO

Consumer Defensive
-975
- 4.58%
$95.54 - $108.77 $93.2K - $106K
20.3K $2.11M
PLD
Prologis, Inc.

Real Estate
-32
- 0.9%
$111.95 - $132.43 $3.58K - $4.24K
3.51K $443K
MCD
Mcdonalds Corp

Consumer Cyclical
-189
- 9.0%
$245.82 - $304.51 $46.5K - $57.6K
1.91K $582K
CB
Chubb LTD

Financial Services
-2.67K
- 10.83%
$252.51 - $292.2 $673K - $779K
22K $6.33M
ED
Consolidated Edison Inc

Utilities
-43
- 1.19%
$88.42 - $104.97 $3.8K - $4.51K
3.56K $370K
GS
Goldman Sachs Group Inc

Financial Services
-20
- 1.44%
$459.02 - $510.25 $9.18K - $10.2K
1.37K $676K
UL
Unilever PLC

Consumer Defensive
-350
- 4.52%
$54.7 - $65.59 $19.1K - $23K
7.39K $480K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-22
- 0.46%
$210.25 - $231.86 $4.63K - $5.1K
4.81K $1.07M
WMT
Walmart Inc.

Consumer Defensive
-3.4K
- 13.0%
$66.91 - $81.4 $228K - $277K
22.8K $1.84M
PG
Procter & Gamble CO

Consumer Defensive
-576
- 2.75%
$160.76 - $177.82 $92.6K - $102K
20.3K $3.52M
CARR
Carrier Global Corp

Industrials
-164
- 2.95%
$61.9 - $80.88 $10.2K - $13.3K
5.39K $433K
NVS
Novartis Ag

Healthcare
-12.4K
- 7.02%
$106.13 - $120.89 $1.32M - $1.5M
165K $19M
ABT
Abbott Laboratories

Healthcare
-503
- 3.12%
$100.07 - $118.13 $50.3K - $59.4K
15.6K $1.78M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-108
- 0.77%
$64.35 - $75.71 $6.95K - $8.18K
13.9K $1.03M
SPGI
S&P Global Inc.

Financial Services
-30
- 1.68%
$446.32 - $527.38 $13.4K - $15.8K
1.76K $906K
AMGN
Amgen Inc

Healthcare
-61
- 0.42%
$309.38 - $337.38 $18.9K - $20.6K
14.3K $4.62M
LAMR
Lamar Advertising CO

Real Estate
-350
- 2.7%
$110.9 - $135.58 $38.8K - $47.5K
12.6K $1.69M
ADP
Automatic Data Processing Inc

Industrials
-265
- 4.64%
$233.44 - $279.45 $61.9K - $74.1K
5.45K $1.51M
Activity Summary
Buys All Purchases 64 New Holdings 10 Increased Positions 54 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Douglas Lane & Associates, LLC Portfolio

Follow Douglas Lane & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Douglas Lane & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Douglas Lane & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email