$717 Million is the total value of PATTEN & PATTEN INC/TN's 254 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | UnitedHealth Group | $244,000 | +5.2% | 3,235 | 0.0% | 0.03% | +88.9% | |
| PCLN | PriceLine.Com Inc | $232,000 | +14.9% | 200 | 0.0% | 0.03% | +100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc Com | 45 | Q2 2024 | 13.1% |
| Microsoft, Inc. | 45 | Q2 2024 | 5.0% |
| ISHARES TR | 45 | Q2 2024 | 2.7% |
| ABBVIE INC | 45 | Q2 2024 | 2.8% |
| Visa, Inc. - Cl. A | 45 | Q2 2024 | 2.3% |
| Tractor Supply Company | 45 | Q2 2024 | 2.3% |
| JP Morgan Chase & Co Com | 45 | Q2 2024 | 2.0% |
| Intel Corporation | 45 | Q2 2024 | 2.7% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.7% |
| AT&T INC | 45 | Q2 2024 | 2.6% |
View PATTEN & PATTEN INC/TN's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-02 |
View PATTEN & PATTEN INC/TN's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.