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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
DHRDanaher Corp
Recent Activity
Decreased -4.34%
0.52%
$1.046M
4,557 shares@ $229.55 avg price
ABTAbbott Labs Com
Recent Activity
0.5%
$1.009M
8,917 shares@ $113.11 avg price
IWFI Shs Russell 1000 Growth Index G
Recent Activity
Increased 1.99%
0.49%
$992,676
2,472 shares@ $401.57 avg price
CVXChevron Corporation Com
Recent Activity
Decreased -6.47%
0.49%
$983,285
6,789 shares@ $144.84 avg price
XLFFinancial Select Sector Spdretf
Recent Activity
Decreased -3.97%
0.48%
$967,949
20,028 shares@ $48.33 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -11.93%
0.48%
$960,676
1,977 shares@ $485.93 avg price
VTIVanguard Total Stock Market Index
Recent Activity
Decreased -1.39%
0.47%
$941,844
3,250 shares@ $289.8 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.46%
0.45%
$896,310
5,044 shares@ $177.7 avg price
ENBEnbridge Inc Npv
Recent Activity
Increased 0.08%
0.44%
$887,751
20,923 shares@ $42.43 avg price
HONHoneywell Intl Inc Com
Recent Activity
0.44%
$885,484
3,920 shares@ $225.89 avg price