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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
MUBIshares S&p Natl Muni Bond Fund
Recent Activity
Increased 41.24%
0.3%
$592,629
5,562 shares@ $106.55 avg price
IBMInternat'l Business Machines Com
Recent Activity
Increased 4.97%
0.23%
$450,863
2,051 shares@ $219.83 avg price
TSCOTractor Supply Co.
Recent Activity
Increased 345.24%
0.21%
$414,119
7,805 shares@ $53.06 avg price
TAt&t Inc
Recent Activity
Increased 32.88%
0.18%
$357,211
15,688 shares@ $22.77 avg price
VOOGVanguard S&p 500 Growth
Recent Activity
Increased 34.74%
0.05%
$93,708
256 shares@ $366.05 avg price
VVVanguard Large Cap
Recent Activity
Increased 19.11%
0.04%
$79,019
293 shares@ $269.69 avg price
MASMasco Corporation
Recent Activity
Increased 29.2%
0.04%
$70,310
969 shares@ $72.56 avg price
TFCTruist Finl Corp Com
Recent Activity
Increased 102.7%
0.04%
$61,988
1,429 shares@ $43.38 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Increased 39.56%
0.02%
$35,209
501 shares@ $70.28 avg price
CTVACorteva, Inc.
Recent Activity
Increased 89.21%
0.02%
$22,950
403 shares@ $56.95 avg price