PFG
CASY icon

Peterson Financial Group’s Casey's General Stores CASY Stock Holding History

Peterson Financial Group’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$118K Buy
+314
New +$117K 0.45% 51

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peterson Financial Group's CASY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Casey's General Stores (CASY) in Q3 2024: 314 shares worth $118K. The stake represents 0.45% of the portfolio and ranks #51 among its holdings.

678 funds tracked by Wall St. Rank hold CASY as of Q3 2024.

  • Peterson Financial Group held 314 shares of Casey's General Stores worth $118K as of Q3 2024.
  • Casey's General Stores was a new Peterson Financial Group position in Q3 2024.
  • Casey's General Stores made up 0.45% of Peterson Financial Group's portfolio in Q3 2024, its #51 holding.
  • 678 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.