Universal-Beteiligungs- und Servicegesellschaft
HES

Universal-Beteiligungs- und Servicegesellschaft’s Hess HES Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-167,277
Closed -$23.2M – 2128
2025
Q2 		$23.2M Sell
167,277
-5,301
-3% -$716K 0.04% 346
2025
Q1 		$27.6M Buy
172,578
+13,478
+8% +$1.98M 0.06% 305
2024
Q4 		$21.2M Buy
+159,100
New +$22.2M 0.04% 354

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HES Position: Q3 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Hess (HES) in Q3 2025, closing a stake of 167,277 shares — an estimated $23.2M sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HES in Q4 2024 and held it in 3 quarters. The position peaked at $27.6M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 167,277 Hess shares in Q3 2025, an estimated $23.2M.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Hess in Q4 2024 and held it in 3 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Hess position peaked at $27.6M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q3 2025, filed 30 Oct 2025.