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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
IBMInternat'l Business Machines Com
Recent Activity
Increased 4.97%
0.23%
$450,863
2,051 shares@ $219.83 avg price
KOCoca Cola Company Com
Recent Activity
Decreased -0.82%
0.23%
$447,521
7,188 shares@ $62.26 avg price
INTUIntuit Com
Recent Activity
0.22%
$443,092
705 shares@ $628.5 avg price
IVEIshares S&p Value Index Fund
Recent Activity
0.22%
$428,142
2,243 shares@ $190.88 avg price
VEUVanguard Ftse All World Ex Us Etf
Recent Activity
Decreased -21.06%
0.21%
$419,072
7,301 shares@ $57.4 avg price
CASYCaseys Gen Stores
Recent Activity
Decreased -4.77%
0.21%
$418,788
1,057 shares@ $396.21 avg price
TSCOTractor Supply Co.
Recent Activity
Increased 345.24%
0.21%
$414,119
7,805 shares@ $53.06 avg price
ADBEAdobe Systems Inc
Recent Activity
Decreased -3.13%
0.21%
$412,649
928 shares@ $444.67 avg price
IWBI Shs Russell 1000
Recent Activity
0.21%
$406,874
1,263 shares@ $322.15 avg price
TGTTarget Corp Com
Recent Activity
Decreased -5.99%
0.2%
$400,665
2,964 shares@ $135.18 avg price