Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Evercore EVR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.22M Buy
14,147
+1,660
+13% +$544K 0.01% 946
2025
Q4 		$4.25M Sell
12,487
-7,531
-38% -$2.42M 0.01% 947
2025
Q3 		$6.75M Buy
20,018
+3,155
+19% +$989K 0.01% 743
2025
Q2 		$4.55M Sell
16,863
-13,106
-44% -$2.88M 0.01% 867
2025
Q1 		$5.99M Sell
29,969
-4,562
-13% -$1.14M 0.01% 740
2024
Q4 		$9.57M Buy
+34,531
New +$9.78M 0.02% 559

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft increased its Evercore (EVR) stake by 13% in Q1 2026, buying an estimated $544K and bringing the position to 14,147 shares worth $4.22M. The position accounts for 0.01% of the portfolio, ranked #946.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EVR in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.57M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 14,147 shares of Evercore worth $4.22M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 1,660 Evercore shares in Q1 2026, an estimated $544K.
  • Evercore made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #946 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Evercore in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Evercore position peaked at $9.57M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

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