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Meridian Funds

Meridian Funds

Last Update: 2013-05-14

Number of Stocks: 148
Number of New Stocks: 18

Total Value: $2,736 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Meridian Funds Sold :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AAP Advance Auto Parts I... 2012-09-30 Sold Out -1.5%$66.88 - $73.91
($70.12)
$ 83.5619%Sold Out0
WCN Waste Connections, I... 2012-09-30 Reduce-1.43%$28.95 - $32.58
($30.28)
$ 41.6438%Reduce -79.36%364,800
NUAN Nuance Communication... 2012-09-30 Sold Out -1.2%$19.81 - $25.74
($22.97)
$ 19.04-17%Sold Out0
ADVS Advent Software, Inc... 2012-09-30 Sold Out -1.2%$21.4 - $28.04
($25.01)
$ 34.2237%Sold Out0
BLKB Blackbaud, Inc. 2012-09-30 Reduce-1%$23.61 - $27.83
($25.62)
$ 33.6531%Reduce -82.92%242,400
IGT International Game T... 2012-09-30 Sold Out -0.93%$11.12 - $16
($13.08)
$ 17.1331%Sold Out0
MHK Mohawk Industries, I... 2012-09-30 Reduce-0.88%$65.6 - $82.59
($72.52)
$ 114.7558%Reduce -39.82%563,355
RCL Royal Caribbean Crui... 2012-09-30 Reduce-0.88%$23.61 - $31.26
($26.58)
$ 34.2629%Reduce -51.84%925,050
PAY Verifone Systems, In... 2012-09-30 Sold Out -0.88%$27.84 - $38.8
($33.83)
$ 16.17-52%Sold Out0
KMX Carmax, Inc. 2012-09-30 Reduce-0.74%$26 - $33.33
($28.69)
$ 48.2168%Reduce -46.46%986,395
VAL Valspar Corporation 2012-09-30 Reduce-0.69%$48.9 - $58.82
($52.88)
$ 69.5232%Reduce -27.68%1,021,000
FDO Family Dollar Stores... 2012-09-30 Reduce-0.43%$62.34 - $70.38
($65.49)
$ 64.13-2%Reduce -20.68%751,000
IDXX Idexx Laboratories 2012-09-30 Reduce-0.42%$87.21 - $100
($93.94)
$ 90.53-4%Reduce -23.09%427,500
JBHT J.b. Hunt Transport ... 2012-09-30 Reduce-0.42%$50.91 - $59.81
($54.6)
$ 72.6933%Reduce -24.97%642,355
TDC Teradata Corporation 2012-09-30 Reduce-0.34%$62.77 - $80.62
($71.94)
$ 55.34-23%Reduce -21.01%540,300
MLHR Herman Miller, Inc. 2012-09-30 Reduce-0.33%$16.93 - $21.73
($19.04)
$ 28.5550%Reduce -25.51%1,541,725
LECO Lincoln Electric Hol... 2012-09-30 Sold Out -0.31%$38.46 - $44.62
($41.94)
$ 59.442%Sold Out0
AMTD Td Ameritrade Holdin... 2012-09-30 Sold Out -0.29%$15.22 - $17.72
($16.45)
$ 23.9646%Sold Out0
CTAS Cintas Corporation 2012-09-30 Reduce-0.25%$37.51 - $42.22
($40.13)
$ 46.2315%Reduce -43.77%251,200
CVBF Cvb Financial Corpor... 2012-09-30 Reduce-0.23%$11.47 - $12.74
($11.9)
$ 11.32-5%Reduce -40.14%879,495
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Meridian Funds's Profile:

Aster is the founder of Aster Investment Management Company. He manages both Meridian Value Fund (MVALX) and Meridian Growth Fund (MERDX). Mr. Aster received his undergraduate and graduate degrees in economics from the University of California, Santa Barbara.



Meridian Funds's Performance:

Average Annual Return of Meridian Value Fund
5 Yrs 10 Yrs Since Inception
2.3% 8.6% 13.6%
» More Profile & Performance

Meridian Funds's Current Portfolio:

Ticker Shares Value ($1000)
BRO2,230,00071,449
MAT1,556,00568,106
TRMB2,156,00064,637
SBAC896,00064,512
LKQ2,889,00062,865
AME1,255,00054,417
AMG358,00054,978
EWBC2,031,70052,154
PETM794,41549,333
MHK425,60048,144
» More Current Portfolio

Meridian Funds's Sector Weightings:


SectorsSector Weightings (%)
Technology 26.2% 26.2%
Consumer Cyclical 17.5% 17.5%
Financial Services 10.8% 10.8%
Healthcare 7.2% 7.2%
Basic Materials 5.5% 5.5%
Energy 4.2% 4.2%
Industrials 3.4% 3.4%
Communication Services 2.4% 2.4%
Real Estate 2.3% 2.3%
Consumer Defensive 1.8% 1.8%
Utilities 0.7% 0.7%
» More Sector Weightings

Meridian Funds's News:

» More Related News


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