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Peterson Financial Group, Inc. Current Holdings: Foreign Stocks

Peterson Financial Group, Inc. current holdings: Foreign Stocks

Peterson Financial Group, Inc. reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 5 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are ULXXXX, BTI, NGG.

  • ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 96; Value $6,245.
  • BTI: Country of operation —; Class SPONSORED ADR; Shares 165; Value $6,036.
  • NGG: Country of operation —; Class SPONSORED ADR NE; Shares 30; Value $2,090.
  • VOD: Country of operation —; Class SPONSORED ADR; Shares 138; Value $1,383.

Form 13F-HR as filed (SEC CIK 1903905): quarter ended 2024-09-30, filed 2024-11-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
ULXXXX
UNILEVER PLC
SPON ADR NEW96$6,2450.08%2024-09-302024-11-06
BTI
BRITISH AMERN TOB PLC
SPONSORED ADR165$6,0360.07%2024-09-302024-11-06+49.95%
NGG
NATIONAL GRID PLC
SPONSORED ADR NE30$2,0900.03%2024-09-302024-11-06+7.56%
VOD
VODAFONE GROUP PLC NEW
SPONSORED ADR138$1,3830.02%2024-09-302024-11-06+62.97%
SSL
SASOL LTD
SPONSORED ADR65$4390.01%2024-09-302024-11-06+104.88%

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