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KATHLEEN VANORMER

@Union Savings Bank

Latest period2024 - Q4ReportedManaged Assets$203.375MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock, Inc.
Recent Activity
Exited
0%
$455,758
480 shares@ $949.5 avg price
VSGXVanguard Esg Intl Stock Etf
Recent Activity
Exited
0%
$119,021
1,935 shares@ $61.51 avg price
WECWec Energy Group Inc
Recent Activity
Exited
0%
$105,798
1,100 shares@ $96.18 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$102,008
125 shares@ $816.07 avg price
BNDXVanguard Total Intl Bond Index
Recent Activity
Exited
0%
$88,424
1,759 shares@ $50.27 avg price
VGITVanguard Int Term Etf
Recent Activity
Exited
0%
$64,648
1,070 shares@ $60.42 avg price
SPIBSpdr Intermediate Term Corporate Bond Etf
Recent Activity
Exited
0%
$50,280
1,492 shares@ $33.7 avg price
BIIBBiogen Idec Inc
Recent Activity
Exited
0%
$28,106
145 shares@ $193.84 avg price
AGRAvangrid Inc
Recent Activity
Exited
0%
$17,895
500 shares@ $35.79 avg price
VXUSVanguard Total Intl Stk Etf
Recent Activity
Exited
0%
$15,861
245 shares@ $64.74 avg price