KATHLEEN VANORMER

@Union Savings Bank

Latest period2024 - Q4

Reported2d ago

Managed Assets$203.375M

Total holdings290

Assets growth rate-0.3%

Assets growth rate (2-Q avg)3.41%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Union Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 290 positions.

Assets under management

The assets under management (AUM) of Union Savings Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 203.375M in assets, with a quarterly growth rate of -0.3% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by KATHLEEN VANORMER, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc New Npv Recent Activity New Position	0.25%	$492,043 480 shares@ $1025.09 avg price	New Position
BIDDBlackrock International Dividend Etf Recent Activity New Position	0.18%	$361,022 14,640 shares@ $24.66 avg price	New Position
HYGIshares Hi Yield Corporate Bond Recent Activity New Position	0.07%	$136,533 1,736 shares@ $78.65 avg price	New Position
LRCXLam Resh Corp Usd Recent Activity New Position	0.05%	$90,272 1,250 shares@ $72.22 avg price	New Position
ADSKAutodesk Inc Com Recent Activity New Position	0.03%	$40,788 138 shares@ $295.57 avg price	New Position
IBITIshares Bitcoin Trust Etf Recent Activity New Position	0.02%	$25,087 473 shares@ $53.04 avg price	New Position
GWWW W Grainger Inc Recent Activity New Position	0.01%	$14,756 14 shares@ $1054.0 avg price	New Position
AMTMAmentum Holdings Inc Recent Activity New Position	0.01%	$2,627 125 shares@ $21.02 avg price	New Position