Douglas Lane & Associates, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the third quarter of 2023, Douglas Lane & Associates, LLC made some significant changes to its holdings. Let's take a closer look at the changes in holdings for some of the key companies.

1. QUALCOMM INC (QCOM)

In Q3 2023, Douglas Lane & Associates held 1,331,530 shares of QUALCOMM INC, with a value of $147,879,000. However, in Q4 2023, their holdings decreased to 1,289,170 shares, valued at $186,452,000. This represents a 26.1% increase in the value of their holdings.

2. MICROSOFT CORP (MSFT)

The fund held 485,088 shares of MICROSOFT CORP in Q3 2023, with a value of $153,166,000. However, their holdings decreased to 444,449 shares in Q4 2023, valued at $167,130,000. This represents a 9.1% increase in the value of their holdings.

3. NVIDIA CORP (NVDA)

In Q3 2023, Douglas Lane & Associates held 377,671 shares of NVIDIA CORP, with a value of $164,283,000. However, their holdings decreased to 326,572 shares in Q4 2023, valued at $161,725,000. This represents a 1.6% decrease in the value of their holdings.

4. JPMORGAN CHASE & CO (JPM)

The fund held 909,102 shares of JPMORGAN CHASE & CO in Q3 2023, with a value of $131,837,000. However, their holdings decreased to 873,754 shares in Q4 2023, valued at $148,625,000. This represents a 12.7% increase in the value of their holdings.

5. ALPHABET INC CAP STK CL C (GOOG)

In Q3 2023, Douglas Lane & Associates held 1,039,739 shares of ALPHABET INC CAP STK CL C, with a value of $137,089,000. However, their holdings decreased to 995,140 shares in Q4 2023, valued at $140,245,000. This represents a 2.3% increase in the value of their holdings.

These are just a few examples of the changes in holdings made by Douglas Lane & Associates, LLC in Q3 2023 compared to Q4 2023. The fund made adjustments to its portfolio based on various factors, including market conditions and investment strategies.

Disclaimer: The information provided in this article is based on publicly available data and is for informational purposes only. It is not financial advice and should not be relied upon for making investment decisions. Always conduct thorough research and consult with a professional financial advisor before making any investment decisions.