Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
Holdings Activity Buys Sells    History
Holding/activity history for  United Health Group Inc. (UNH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 71,864 0.24 Buy 0.24 $270.59 $19,445,629 SEC
2025   Q4 0 0.00 Sell 100.00% 0.29 SEC
2025   Q3 64,603 0.29 Buy 0.29 $345.30 $22,307,357 SEC
2018   Q3 0 0.00 Sell 100.00% 1.25 SEC
2018   Q2 457,740 1.25 Reduce 20.08% 0.30 $245.34 $112,302,000 SEC
2018   Q1 572,752 1.47 Reduce 33.05% 0.74 $214.00 $122,569,000 SEC
2017   Q4 855,450 2.25 Reduce 3.72% 0.04 $220.46 $188,593,000 SEC
2017   Q3 888,509 1.08 Reduce 28.10% 0.89 $95.85 $85,164,000 SEC
2017   Q2 1,235,679 3.17 Add 1.35% 0.04 $185.42 $229,120,000 SEC
2017   Q1 1,219,277 3.45 Add 16.64% 0.49 $188.22 $229,488,000 SEC
2016   Q4 1,045,361 3.45 Add 4.03% 0.13 $187.28 $195,779,000 SEC
2016   Q3 1,004,860 2.93 Add 4.21% 0.12 $157.46 $158,222,000 SEC
2016   Q2 964,253 3.36 Reduce 12.26% 0.47 $161.70 $155,917,000 SEC
2016   Q1 1,099,049 3.83 Reduce 1.66% 0.06 $149.94 $164,786,000 SEC
2015   Q4 1,117,560 3.35 Add 8.04% 0.25 $141.31 $157,919,000 SEC
2015   Q3 1,034,430 2.98 Add 27.85% 0.65 $143.12 $148,050,000 SEC
2015   Q2 809,086 2.90 Add 11.97% 0.31 $142.54 $115,326,000 SEC
2015   Q1 722,588 2.99 Reduce 38.59% 1.50 $157.24 $113,618,000 SEC
2014   Q4 1,176,624 3.88 Add 9.20% 0.33 $113.10 $133,076,000 SEC
2014   Q3 1,077,540 3.53 Reduce 25.40% 1.29 $93.48 $100,731,000 SEC
2014   Q2 1,444,440 5.06 Add 4.27% 0.21 $84.69 $122,331,000 SEC
2014   Q1 1,385,240 5.44 Add 12.27% 0.59 $86.10 $119,273,000 SEC
2013   Q4 1,233,818 5.56 Add 31.02% 1.32 $78.43 $96,767,000 SEC
2013   Q3 941,734 5.71 Add 27.60% 1.24 $73.79 $69,492,000 SEC
2013   Q2 738,034 5.50 Reduce 1.15% 0.07 $69.20 $51,074,000 SEC
2013   Q1 746,634 5.89 Add 5.96% 0.33 $55.79 $41,653,000 SEC
2012   Q4 704,634 7.33 Add 55.50% 2.62 $53.06 $37,391,000 SEC
2012   Q3 453,134 6.25 Add 22.56% 1.15 $54.25 $24,583,000 SEC
2012   Q2 369,734 7.33 Reduce 1.12% 0.05 $57.57 $21,284,000 SEC
2012   Q1 373,934 4.72 Add 225.06% 3.27 $57.52 $21,510,000 SEC
2011   Q4 115,034 2.35 Add 469.08% 1.94 $50.68 $5,830,000 SEC
2009   Q3 20,214 1.44 Add 9.33% 0.12 $25.03 $506,000 SEC
2009   Q1 18,489 0.66 Reduce 22.61% 0.67 $20.93 $387,000 SEC
2008   Q4 23,891 2.98 Add 11.12% 0.30 $26.62 $636,000 SEC
2008   Q3 21,500 0.49 Buy 0.49 $25.40 $546,000 SEC