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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
MCDMcdonalds Corp Com
Recent Activity
Decreased -1.43%
0.65%
$1.315M
4,535 shares@ $289.88 avg price
BXBlackstone Group Inc
Recent Activity
Decreased -5.88%
0.65%
$1.307M
7,581 shares@ $172.42 avg price
METAMeta Platforms
Recent Activity
Increased 0.05%
0.63%
$1.268M
2,165 shares@ $585.51 avg price
PEPPepsico, Inc Com
Recent Activity
Decreased -8.33%
0.61%
$1.239M
8,150 shares@ $152.06 avg price
IVWIshares S&p Growth Index Fund
Recent Activity
Decreased -4.62%
0.61%
$1.237M
12,184 shares@ $101.53 avg price
ORCLOracle Corporation Com
Recent Activity
Decreased -6.64%
0.59%
$1.189M
7,135 shares@ $166.64 avg price
SYKStryker Corp
Recent Activity
Increased 1%
0.56%
$1.138M
3,162 shares@ $360.04 avg price
VIGEtf Vanguard Dividend Appreciation
Recent Activity
0.55%
$1.107M
5,652 shares@ $195.83 avg price
TRVTravelers Companies Inc
Recent Activity
Decreased -3.83%
0.54%
$1.094M
4,543 shares@ $240.89 avg price
NSCNorfolk Southn Corp Com
Recent Activity
0.53%
$1.074M
4,578 shares@ $234.7 avg price