Sarah Ketterer’s UNH Holdings & Trades

First Buy
Q2 2013
Duration Held
23 Quarters
Largest Add
Q2 2013
+738,035 Shares
Current Position
64,603 Shares
$22.31 M Value

Sarah Ketterer's UNH Position Overview

Sarah Ketterer (via Causeway Capital Management LLC) currently holds 64,603 shares of UnitedHealth Group Incorporated (UNH) worth $22.31 M, representing 0.29% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Sarah Ketterer has maintained a strategic position in UNH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2013, adding 292,084 shares. Largest reduction occurred in Q3 2018, reducing 457,740 shares.

Analysis based on 13F filings available since 2013 Q2

Sarah Ketterer's UnitedHealth Group Incorporated (UNH) Holding Value Over Time

Track share changes against reported price movement

Quarterly UnitedHealth Group Incorporated (UNH) Trades by Sarah Ketterer

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +738,035 Add 0.00% 738,034 $69.20
Q3 2013 +203,700 Add 27.60% 941,734 $73.79
Q4 2013 +292,084 Add 31.02% 1.23 M $78.43
Q1 2014 +151,422 Add 12.27% 1.39 M $86.10
Q2 2014 +59,200 Add 4.27% 1.44 M $84.69
Q3 2014 -366,900 Reduce 25.40% 1.08 M $93.48
Q4 2014 +99,084 Add 9.20% 1.18 M $113.10
Q1 2015 -454,036 Reduce 38.59% 722,588 $157.24
Q2 2015 +86,498 Add 11.97% 809,086 $142.54
Q3 2015 +225,344 Add 27.85% 1.03 M $143.12
Q4 2015 +83,130 Add 8.04% 1.12 M $141.31
Q1 2016 -18,511 Reduce 1.66% 1.1 M $149.94
Q2 2016 -134,796 Reduce 12.26% 964,253 $161.70
Q3 2016 +40,607 Add 4.21% 1 M $157.46
Q4 2016 +40,501 Add 4.03% 1.05 M $187.28
Q1 2017 +173,916 Add 16.64% 1.22 M $188.22
Q2 2017 +16,402 Add 1.35% 1.24 M $185.42
Q3 2017 -347,170 Reduce 28.10% 888,509 $95.85
Q4 2017 -33,059 Reduce 3.72% 855,450 $220.46
Q1 2018 -282,698 Reduce 33.05% 572,752 $214.00
Q2 2018 -115,012 Reduce 20.08% 457,740 $245.34
Q3 2018 -457,740 Sold Out 0 $0.00
Q3 2025 +64,603 New Buy 64,603 $345.30

Sarah Ketterer's UnitedHealth Group Incorporated Investment FAQs

Sarah Ketterer first purchased UnitedHealth Group Incorporated (UNH) in Q2 2013, acquiring 738,034 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Sarah Ketterer has held UnitedHealth Group Incorporated (UNH) for 23 quarters since Q2 2013.

Sarah Ketterer's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2013, adding 738,034 shares worth $51.07 M.

According to the latest 13F filing for Q3 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 64,603 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $22.31 M.

As of the Q3 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.29% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings.

Sarah Ketterer's peak holding in UnitedHealth Group Incorporated (UNH) was 1,444,440 shares, as reported at the end of Q2 2014.