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Meridian Funds

Meridian Funds

Last Update: 2013-05-07

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 Latest Trades :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
SWY Safeway Inc. 2012-09-30 Sold Out -0.01%$15.01 - $18.07
($16.19)
$ 23.3944%Sold Out0
PBI Pitney Bowes Inc 2012-09-30 Sold Out -0.01%$12.91 - $15.27
($13.85)
$ 15.069%Sold Out0
HI Hillenbrand, Inc. 2012-09-30 Sold Out -0.01%$16.82 - $19.34
($18.15)
$ 24.1633%Sold Out0
NUAN Nuance Communication... 2012-06-30 Add0.47%$19.85 - $26.4
($22.72)
$ 19.23-15%Add 64.77%1,528,930
IGT International Game T... 2012-06-30 Add0.42%$13.42 - $17.08
($15.16)
$ 1819%Add 80.83%1,767,835
INT World Fuel Services ... 2012-06-30 Buy 0.4%$35.35 - $44.3
($39)
$ 41.156%New holding, 313000 sh.313,000
ALEX Alexandr&baldwn 2012-06-30 Buy 0.39%$47.36 - $52.86
($49.83)
$ 35.53-29%New holding, 460900 sh.460,900
LPLA Lpl Financial Holdin... 2012-06-30 Add0.37%$30.49 - $38.67
($34.19)
$ 36.88%Add 30.2%1,465,365
TUMI Tumi Holdings Inc 2012-06-30 Buy 0.37%$15.55 - $26.03
($19.72)
$ 24.0722%New holding, 641300 sh.641,300
HAE Haemonetics Corporat... 2012-06-30 Buy 0.36%$66.79 - $73.87
($69.93)
$ 41.28-41%New holding, 145500 sh.145,500
BRO Brown & Brown, I... 2012-06-30 Add0.29%$23.47 - $27.11
($25.75)
$ 32.8928%Add 14.66%2,509,315
PAY Verifone Systems Inc 2012-06-30 Add0.25%$30.33 - $54.84
($43.34)
$ 23.72-45%Add 40.59%796,685
KBW Kbw, Inc. 2012-06-30 Add0.25%$14.92 - $18.25
($16.38)
$ 16.410%Add 221.05%662,000
TRMB Trimble Navigation L... 2012-06-30 Add0.23%$44.83 - $55.35
($49.89)
$ 28.04-44%Add 13.88%1,206,295
NEM Newmont Mining Corp 2012-06-30 Add0.2%$43.46 - $51.96
($48.18)
$ 32.22-33%Add 86.12%262,800
BRCD Brocade Communicatio... 2012-06-30 Buy 0.19%$4.24 - $5.78
($5.06)
$ 5.448%New holding, 1141900 sh.1,141,900
LANC Lancaster Colony Cor... 2012-06-30 Buy 0.19%$63.11 - $71.76
($65.91)
$ 82.8526%New holding, 80600 sh.80,600
MLHR Herman Miller, Inc. 2012-06-30 Add0.15%$16.47 - $22.83
($19.08)
$ 27.7545%Add 13.05%2,069,725
RBA Ritchie Bros. Auctio... 2012-06-30 Add0.14%$19 - $23.63
($20.62)
$ 20.610%Add 18.4%1,261,305
IDXX Idexx Laboratories, ... 2012-06-30 Add0.12%$82.04 - $95.92
($87.16)
$ 84.48-3%Add 7.33%555,820
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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 8.4% 8.4%
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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