Douglas Lane & Associates, LLC: A Look at Q4 2022 vs. Q1 2023 13F Holdings
Ava Hoppe | 1 May, 2023
Douglas Lane & Associates, LLC is a capital management firm that focuses on providing investment management services to institutions and high-net-worth individuals. The company recently released its Q4 2022 vs. Q1 2023 13F holdings comparison, which shows the changes in holdings of the company's portfolio during the period.
The 13F report is a quarterly filing that institutional investment managers are required to file with the Securities and Exchange Commission (SEC). The report discloses the institution's holdings of publicly traded securities.
The Q4 2022 vs. Q1 2023 13F holdings comparison report of Douglas Lane & Associates, LLC shows significant changes in the company's holdings. The report reveals that the company decreased its position in some stocks, while it increased its holding in others.
Qualcomm (QCOM), Microsoft (MSFT), and NVIDIA (NVDA) are the three largest holdings of Douglas Lane & Associates, LLC. According to the report, the company decreased its position in QCOM by 1.6% from Q4 2022 to Q1 2023. In contrast, the company's holdings of MSFT decreased by 1.4%. The company's holding in NVDA decreased significantly by 23.1%, representing the largest decrease in the company's portfolio.
The report shows that the company increased its position in Thermo Fisher Scientific (TMO) by 1.2% during the period. The company also increased its position in Apple Inc (AAPL) by 21.5%, representing the largest increase in the company's portfolio. In addition, the company increased its holding in Alphabet Inc (GOOG) by 16.8%.
The report also reveals that the company sold out its holdings in GE Healthcare Technologies Inc (GEHC) during the period. The company's holdings of Prudential Financial Inc (PRU) decreased significantly by 21.1%, representing the largest decrease in the company's portfolio.
In conclusion, the Q4 2022 vs. Q1 2023 13F holdings comparison report of Douglas Lane & Associates, LLC shows significant changes in the company's portfolio during the period. The report reveals that the company decreased its position in some stocks while increasing its holdings in others. The report provides useful information for investors who want to know about the company's investment strategy and the changes made in its holdings.
Other Posts
- CWA Asset Management Group, LLC Q4 2022 vs. Q1 2023: Analyzing the Top 50 Stock Holdings
- The Rise and Fall of Impax Asset Management LLC: A Comparison of Q1 and Q2 2018 Holdings
- Investment Giant Bainco's Q3 vs. Q4 2020 Portfolio Holdings Analysis
- Antin to Acquire Consilium Safety: Enhancing Safety Management Infrastructure Worldwide
- Bourgeon Capital Management LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Weybosset Research & Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- WESCAP Management Group, Inc.'s Q3 2022 vs. Q4 2022 13F filings: A closer look at the fund's holdings comparison.
- Empower Aesthetics Announces Exciting Partnership with The Artistry of Face
- Navigating the Investment Sea: A Detailed Analysis of Sharkey, Howes & Javer's Q4 2023 vs. Q1 2024 Portfolio Shifts
- Edge Wealth Management LLC Q4 2022 vs. Q1 2023 Holdings Comparison: Shocking Revelations and Shrewd Investment Moves