test

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
ZTSZoetis Inc
Recent Activity
Decreased -17.93%
0.32%
$631,331
3,875 shares@ $162.93 avg price
LINLinde Plc Npv
Recent Activity
Decreased -8.17%
0.31%
$616,250
1,472 shares@ $418.65 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -2.87%
0.3%
$601,087
1,657 shares@ $362.76 avg price
MUBIshares S&p Natl Muni Bond Fund
Recent Activity
Increased 41.24%
0.3%
$592,629
5,562 shares@ $106.55 avg price
NVONovo Nordisk As Adr
Recent Activity
Decreased -5.73%
0.29%
$572,783
6,659 shares@ $86.02 avg price
BMYBristol Myers Squibb Co Com
Recent Activity
Decreased -1.46%
0.29%
$571,081
10,097 shares@ $56.56 avg price
QQQInvesco Qq
Recent Activity
0.28%
$566,431
1,108 shares@ $511.22 avg price
MRKMerck & Co Inc New
Recent Activity
0.28%
$565,535
5,685 shares@ $99.48 avg price
BRK.BBerkshire Hathaway Inc. Del Cl B
Recent Activity
0.28%
$563,411
1,243 shares@ $453.27 avg price
SOSouthern Co Com
Recent Activity
0.28%
$559,368
6,796 shares@ $82.31 avg price