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
INGRIngredion Inc Recent Activity Exited	0%	$8,245 60 shares@ $137.42 avg price	Exited
PSAPublic Storage Recent Activity Exited	0%	$7,277 20 shares@ $363.85 avg price	Exited
EFVIshs Msci Eafe Value Etf Recent Activity Exited	0%	$7,132 124 shares@ $57.52 avg price	Exited
AVBAvalonbay Communities Recent Activity Exited	0%	$1,802 8 shares@ $225.25 avg price	Exited
CMSCms Energy Corp Recent Activity Exited	0%	$353 5 shares@ $70.6 avg price	Exited