Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: PATTEN & PATTEN INC/TN
  City: CHATTANOOGA
  State: TN
  Zip: 37403
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,217,954,000
  Total Value Change : $79,503,000
  Securities Held Change : 8
   
All Securities Held : 286
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 41     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LECO)1 Year Chart         LECO Lincoln Electric Holdings Inc - $219.33 $10,727,000 49,330 % 1,759,000 0 0    N/A
   (FDX)1 Year Chart         FDX Fedex Corp - $260.73 $2,581,000 10,203 % -122,000 0 0    N/A
   (RSG)1 Year Chart         RSG Republic Services Inc - $186.00 $2,016,000 12,224 % 274,000 0 0    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc - $233.86 $1,416,000 6,281 % 181,000 0 0    N/A
   (CARR)1 Year Chart         CARR Carrier Global Corp - $61.12 $1,076,000 18,724 % 42,000 0 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp - $461.73 $1,030,000 2,272 % 101,000 0 0    N/A
   (NSRGY)1 Year Chart         NSRGY NESTLE SA ADR - $99.65 $815,000 7,051 % 17,000 0 0    N/A
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS - $128.23 $674,000 5,748 % -55,000 0 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS - $489.37 $644,000 1,330 % 92,000 0 0    N/A
   (RY)1 Year Chart         RY Royal Bank of Canada (USA) - $97.38 $640,000 6,330 % 87,000 0 0    N/A
   (SEIC)1 Year Chart         SEIC SEI Investments Co - $66.21 $604,000 9,500 % 32,000 0 0    N/A
   (UNM)1 Year Chart         UNM Unum Group - $51.87 $552,000 12,211 % -49,000 0 0    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc - $602,100.00 $543,000 100 % 12,000 0 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $247.99 $464,000 1,955 % 49,000 0 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $321.67 $457,000 1,509 % 56,000 0 0    N/A
   (DOV)1 Year Chart         DOV Dover Corp - $177.85 $454,000 2,954 % 42,000 0 0    N/A
   (GD)1 Year Chart         GD General Dynamics Corp - $286.53 $414,000 1,593 % 62,000 0 0    N/A
   (AFL)1 Year Chart         AFL AFLAC Inc - $84.57 $414,000 5,015 % 29,000 0 0    N/A
   (AIG)1 Year Chart         AIG American International Grou... - $75.81 $409,000 6,038 % 43,000 0 0    N/A
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc - $903.48 $409,000 466 % 26,000 0 0    N/A
   (MU)1 Year Chart         MU Micron Technology Inc - $109.70 $377,000 4,413 % 77,000 0 0    N/A
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp - $91.43 $344,000 3,843 % 35,000 0 0    N/A
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... - $55.02 $323,000 5,980 % 33,000 0 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $104.74 $319,000 2,949 % 41,000 0 0    N/A
   (ADI)1 Year Chart         ADI Analog Devices Inc - $193.89 $317,000 1,597 % 37,000 0 0    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust - $378.89 $313,000 831 % 35,000 0 0    N/A
   (PPG)1 Year Chart         PPG PPG Industries Inc - $130.95 $286,000 1,910 % 38,000 0 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co - $59.52 $280,000 5,689 % 48,000 0 0    N/A
   (DD)1 Year Chart         DD DuPont de Nemours Inc - $78.31 $260,000 3,384 % 8,000 0 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... - $0.00 $251,000 3,220 % 18,000 0 0    N/A
   (CSX)1 Year Chart         CSX CSX Corp - $33.20 $245,000 7,060 % 28,000 0 0    N/A
   (CACI)1 Year Chart         CACI CACI International Inc - $407.70 $243,000 750 % 8,000 0 0    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs - $79.64 $242,000 2,741 % 35,000 0 0    N/A
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... - $59.18 $240,000 840 % 13,000 0 0    N/A
   (OIH)1 Year Chart         OIH VANECK Vectors Oil Services... - $308.43 $238,000 770 % -28,000 0 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe - $0.00 $235,000 3,336 % 20,000 0 0    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust - $58.22 $230,000 4,129 % 24,000 0 0    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF - $148.74 $223,000 1,535 % 22,000 0 0    N/A
   (NUVSF)1 Year Chart         NUVSF Nuvista Energy Ltd - $8.95 $83,000 10,000 % -13,000 0 0    N/A
   (DXYN)1 Year Chart         DXYN Dixie Group Inc - $0.52 $25,000 33,300 % 2,000 0 0    N/A
   (LIACF)1 Year Chart         LIACF American Lithium Ord Shs - $0.00 $12,000 10,715 % -3,000 0 0    N/A

      41 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results