Sarah Ketterer
Causeway Capital Management
Causeway Capital Management Portfolio 13F
Sarah Ketterer Holdings Activity
- Portfolio value:
- $1.76B≈ (+$539M≈)
- Previous value:
- $1.23B≈
- # of changes:
- 73
- New positions:
- 10
- Reported for:
- 31 Dec 2013 (Q4)
- Latest filing date:
- 14 Feb 2014
Causeway Capital Management has disclosed a total of 73 changes to the portfolio in the (2013 Q4) SEC report(s): increased the number of shares of 48, bought 10 totally new, decreased the number of shares of 8 and completely sold out 7 position(s).
What stocks did Sarah Ketterer buy in 2013 Q4?
During 2013 Q4 Sarah Ketterer has bought 58 securities out of which top 5 purchases (by % change to portfolio) were (UNH) UnitedHealth Group Incorporated (added shares +31.02%), (ORCL) Oracle Corp (added shares +31.73%), (BA) The Boeing Company (added shares +22.82%), (MSFT) Microsoft Corp (added shares +4.05%) and (C) Citigroup Inc (added shares +29.43%).
In the 2013 Q4 report(s) the following changes have been made to the top investments: (UNH) UnitedHealth Group Incorporated (added shares +31.02%), (RYAAY) Ryanair Holdings PLC ADR (reduced shares -43.88%), (ORCL) Oracle Corp (added shares +31.73%), (BA) The Boeing Company (added shares +22.82%) and (MSFT) Microsoft Corp (added shares +4.05%).
73 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
American Airlines Group
|
new
|
$26.28
|
-35.86%($16.86)
|
3.50%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
Global X Emerging Markets Great Consumer ETF
|
new
|
$26.25
|
+39.81%($36.70)
|
3.42%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
JPMorgan Chase & Co
|
new
|
$61.05
|
+491.35%($361.00)
|
2.67%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
ABB Ltd
|
new
|
$26.56
|
+283.85%($101.95)
|
0.54%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
Korea Electric Power Corp ADR
|
new
|
$15.24
|
-18.81%($12.38)
|
0.79%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
America Movil SAB de CV ADR
|
new
|
$23.38
|
|
0.02%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
Dr. Reddys Laboratories Ltd ADR
|
new
|
$41.00
|
-70.33%($12.16)
|
0.60%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
iShares MSCI Emerging Markets ETF
|
new
|
$41.78
|
+57.83%($65.94)
|
0.23%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
SHANDA GAMES LTD-SPONS ADR
|
new
|
$4.58
|
-92.02%($0.37)
|
0.21%
|
2013 Q4
|
≈ 0.25 years
|
||||
|
|
Wipro Limited ADR
|
new
|
$2.37
|
-15.65%($2.00)
|
0.01%
|
2013 Q4
|
≈ 0.25 years
|
||||
* 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.