Skip to content
User

Sarah Ketterer

Causeway Capital Management

Sarah Ketterer AstraZeneca PLC stake

total: 372

Causeway Capital Management AZN-OLD trades

Total transactions:
20
New positions:
1
Sold out:
1
Added:
11
Reduced:
7
Held since:
2021 Q2
Held for:
19 quarters
Latest activity:
2026 Q1
According to 2026 Q2 report, Sarah Ketterer doesn't hold any AstraZeneca PLC (AZN-OLD) shares. To date, the estimated cost basis is nearly $66.4 for "buy" trades and estimated average "sell" price is $87.5. Causeway Capital Management first purchased AZN-OLD in 2021 Q2, initially acquiring 169,783 shares. Since the initial investment in AstraZeneca PLC (AZN-OLD), Causeway Capital Management has made 19 more transactions.

When did Sarah Ketterer sell AstraZeneca PLC (AZN-OLD)?

Sarah Ketterer sold off the entire AstraZeneca PLC (AZN-OLD) position in 2026 Q1.

When did Sarah Ketterer buy AstraZeneca PLC (AZN-OLD)?

Sarah Ketterer first invested in AstraZeneca PLC (AZN-OLD) in 2021 Q2 at the reported quarter-end price of $59.90 per share.

What's the cost basis of Causeway Capital Management's AZN-OLD stake?

The estimated cost basis for AstraZeneca PLC (AZN-OLD) stake is around $66.40 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$66.40
Weighted AVG sell price:
$87.50

Sarah Ketterer's historical trades in AstraZeneca PLC

20 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.00%
0
$91.93
-100% (-1,010,898)
-1.28%
2025 Q4
1.28%
1,010,898
$91.93
$92,931,891
-5.29% (-56,473)
-0.07%
2025 Q3
1.08%
1,067,371
$76.72
$81,888,708
+11.95% (+113,923)
+0.12%
2025 Q2
1.05%
953,448
$69.88
$66,626,954
+11.14% (+95,561)
+0.11%
2025 Q1
1.32%
857,887
$73.50
$63,054,666
+3.13% (+26,017)
+0.04%
2024 Q4
1.24%
831,870
$65.52
$54,504,114
+69.62% (+341,431)
+0.51%
2024 Q3
0.94%
490,439
$77.91
$38,210,109
+8.84% (+39,851)
+0.08%
2024 Q2
0.96%
450,588
$77.99
$35,141,382
-9.24% (-45,888)
-0.09%
2024 Q1
0.88%
496,476
$67.75
$33,636,232
+7.76% (+35,754)
+0.06%
2023 Q4
0.79%
460,722
$67.35
$31,029,651
+29.70% (+105,501)
+0.18%
2023 Q3
0.63%
$67.72
+34.38% (+90,875)
2023 Q2
0.50%
$71.57
-18.34% (-59,357)
2023 Q1
0.54%
$69.41
+12.16% (+35,083)
2022 Q4
0.57%
$67.80
-5.25% (-15,993)
2022 Q3
0.47%
$54.84
-8.77% (-29,284)
2022 Q2
0.55%
$66.07
-18.19% (-74,258)
2022 Q1
0.65%
$66.34
+23.51% (+77,683)
2021 Q4
0.42%
$58.25
-4.77% (-16,539)
2021 Q3
0.47%
$60.06
+104.39% (+177,228)
2021 Q2
0.21%
$59.90
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.