Fund Update: PATTEN & PATTEN INC/TN Just Disclosed New Holdings

PATTEN & PATTEN INC/TN just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-10 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 18,090 shares of $NVO (~$1,431,668). This was a increase of ~480.48% from their previous position.
• An increase of 24,583 shares of $SCHD (~$84,904). This was a increase of ~239.72% from their previous position.
• A decrease of 2,985 shares of $ASH (~$338,210). This was a increase of ~-37.07% from their previous position.
• A decrease of 31,818 shares of $WY (~$1,423,823). This was a increase of ~-34.40% from their previous position.
• An increase of 84,092 shares of $SCHA (~$1,113,212). This was a increase of ~203.14% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for PATTEN & PATTEN INC/TN for more details.