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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
NEENextera Energy Inc
Recent Activity
0.2%
$398,234
5,555 shares@ $71.69 avg price
EMREmerson Elec Co Com
Recent Activity
0.18%
$362,120
2,922 shares@ $123.93 avg price
BIDDBlackrock International Dividend Etf
Recent Activity
New Position
0.18%
$361,022
14,640 shares@ $24.66 avg price
TAt&t Inc
Recent Activity
Increased 32.88%
0.18%
$357,211
15,688 shares@ $22.77 avg price
CMECme Group Inc
Recent Activity
Decreased -13.48%
0.18%
$353,209
1,521 shares@ $232.23 avg price
AMATApplied Materials Com
Recent Activity
0.18%
$350,790
2,157 shares@ $162.63 avg price
FIFiserv Inc
Recent Activity
0.18%
$349,214
1,700 shares@ $205.42 avg price
GLDSpdr Gold Tr Gold Shs
Recent Activity
0.18%
$346,244
1,430 shares@ $242.13 avg price
AMGNAmgen Inc.
Recent Activity
0.17%
$342,724
1,315 shares@ $260.63 avg price
MMM3m Company
Recent Activity
0.17%
$334,595
2,592 shares@ $129.09 avg price