Union Savings Bank Purchases and Sells in Q1 2025

Union Savings Bank

$205 Billion
Q1 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHQ	49K + 12.64%	$65.27 - $71.18 $3.2M - $3.49M	437K $29B
GVI	5.65K + 19.99%	$103.49 - $106.02 $585K - $599K	33.9K $3.6B
GE	1.9K + 158.81%	$168.59 - $212.13 $320K - $403K	3.1K $620M
EOG	1.5K + 132.74%	$120.54 - $138.05 $180K - $207K	2.62K $336M
XOM	123 + 0.78%	$105.44 - $118.93 $13K - $14.6K	15.9K $1.89B
SYK	180 + 5.69%	$355.18 - $399.9 $63.9K - $72K	3.34K $1.24B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMF	6.03K New	$55.93 - $57.47 $337K - $347K	6.03K $339M
ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF	4.89K New	N/A	4.89K $246M
CBRE	902 New	$121.79 - $147.13 $110K - $133K	902 $118M
LNC	171 New	$30.06 - $39.23 $5.14K - $6.71K	171 $6.14M
ET	298 New	$17.26 - $21.08 $5.14K - $6.28K	298 $5.54M
BAX	140 New	$29.26 - $36.57 $4.1K - $5.12K	140 $4.79M

Top Sells

Reduced Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-9.93K - 5.89%	$57.21 - $65.8 $568K - $653K	159K $9.26B
AAPL	-356 - 1.6%	$209.68 - $247.1 $74.6K - $88K	21.9K $4.87B
AVGO	-1.06K - 17.52%	$167.43 - $244.7 $178K - $260K	5K $836M
IJR	-2.12K - 7.47%	$102.49 - $119.96 $217K - $254K	26.2K $2.74B
ZTS	-2.54K - 65.52%	$156.48 - $175.67 $397K - $446K	1.34K $220M
MDY	-12 - 0.18%	$522.96 - $601.18 $6.28K - $7.21K	6.8K $3.63B

Activity Summary All Purchases 59 New Holdings 19 Increased Positions 40 All Sells 72 Reductions 72 Sold out 0 Calls 0 Puts 0

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