Universal-Beteiligungs- und Servicegesellschaft
EFOR

Universal-Beteiligungs- und Servicegesellschaft’s Everforth Inc EFOR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Sell
38,930
-6,847
-15% -$305K ﹤0.01% 1353
2025
Q4 		$2.21M Sell
45,777
-1,623
-3% -$74.8K ﹤0.01% 1227
2025
Q3 		$2.24M Buy
47,400
+9,541
+25% +$487K ﹤0.01% 1242
2025
Q2 		$1.89M Buy
37,859
+7,116
+23% +$389K ﹤0.01% 1266
2025
Q1 		$1.94M Buy
+30,743
New +$2.37M ﹤0.01% 1215

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's EFOR Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Everforth Inc (EFOR) stake by 15% in Q1 2026, selling an estimated $305K and leaving 38,930 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EFOR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.24M in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 38,930 shares of Everforth Inc worth $1.51M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 6,847 Everforth Inc shares in Q1 2026, an estimated $305K.
  • Everforth Inc made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1353 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Everforth Inc in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Everforth Inc position peaked at $2.24M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.