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User

Sarah Ketterer

Causeway Capital Management

Sarah Ketterer Merck & Company Inc stake

total: 372

Causeway Capital Management MRK trades

Total transactions:
14
New positions:
2
Sold out:
1
Added:
6
Reduced:
5
Held since:
2024 Q4
Held for:
7 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Sarah Ketterer holds 954,932 Merck & Company Inc (MRK) shares with a market value of roughly $122.71M accounting for 1.33% of the overall portfolio. To date, the estimated cost basis is nearly $96.08 for "buy" trades and estimated average "sell" price is $115.49. Causeway Capital Management first purchased MRK in 2019 Q1, initially acquiring about 1.74M shares. Sarah Ketterer later completely sold out the position and invested in Merck & Company Inc again in 2024 Q4. Since the initial investment in Merck & Company Inc (MRK), Causeway Capital Management has made 13 more transactions.

How many MRK shares does Sarah Ketterer currently hold?

According to 2026 Q2 report, Sarah Ketterer holds 954,932 shares of Merck & Company Inc (MRK), valued at around $122.71M.

When did Sarah Ketterer buy Merck & Company Inc (MRK)?

Sarah Ketterer first invested in Merck & Company Inc (MRK) in 2019 Q1 at the reported quarter-end price of $83.17 per share.

What's the cost basis of Causeway Capital Management's MRK stake?

The estimated cost basis for Merck & Company Inc (MRK) stake is around $96.08 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$96.08
Weighted AVG sell price:
$115.49

Sarah Ketterer's historical trades in Merck & Company Inc

14 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
1.33%
954,932
$128.50
$122,708,787
+11.79% (+100,720)
+0.14%
2026 Q1
1.26%
854,212
$120.29
$102,753,243
-18.23% (-190,405)
-0.32%
2025 Q4
1.51%
1,044,617
$105.26
$109,956,449
-7.89% (-89,440)
-0.12%
2025 Q3
1.26%
1,134,057
$83.93
$95,181,306
+15.41% (+151,397)
+0.17%
2025 Q2
1.23%
982,660
$79.16
$77,787,310
+9.44% (+84,791)
+0.11%
2025 Q1
1.68%
897,869
$89.76
$80,592,684
+53.62% (+313,396)
+0.59%
2024 Q4
1.32%
584,473
$99.48
$58,143,366
new
+1.32%
2020 Q3
0.00%
$77.33
-100% (-814,074)
2020 Q2
1.13%
$77.33
-44.05% (-640,968)
2020 Q1
1.79%
$76.94
-17.80% (-315,068)
2019 Q4
1.73%
$90.95
-3.25% (-59,475)
2019 Q3
1.84%
$84.18
+3.95% (+69,530)
2019 Q2
1.62%
$83.85
+0.98% (+17,086)
2019 Q1
1.46%
$83.17
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.