Ownership history in PATTEN & PATTEN INC/TN Β· 51 quarters on record
This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in AbbVie Inc. (ABBV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PATTEN & PATTEN INC/TN outperformed the S&P 500 by +6.2% annually on this ABBV position. Timing score: 58% (28/48 decisions correct). Average cost basis: $46.30. Maximum drawdown during holding period: β20.3%.
π₯ Exceptional β beat the S&P 500 by 6.2% per year on this position.
49 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
28 of 48 add/trim decisions correct
Best entry: $31.80 (2014 Q1) Β· Worst: $136.47 (2023 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
25 adds Β· 25 trims. Bought during 9 of 20 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size