Meridian Funds

Meridian Funds

Last Update: 08-31-2013

Number of Stocks: 149
Number of New Stocks: 15

Total Value: $2,681 Mil
Q/Q Turnover: 13%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Meridian Funds Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
FMC FMC Corporation 2013-06-30 Add1.46%$55.45 - $64.7
($60.81)
$ 57.02-7%Add 329.03%823,300
BC Brunswick Corp 2013-06-30 Buy 0.99%$30.42 - $35.4
($32.61)
$ 51.2036%New holding834,900
PRGO Perrigo Co PLC 2013-06-30 Add0.92%$113.14 - $121.16
($118.55)
$ 165.9729%Add 72.42%482,100
MAT Mattel Inc 2013-06-30 Reduce-0.9%$42.64 - $46.79
($44.76)
$ 22.61-98%Reduce -36.14%993,605
SBAC SBA Communications Corp 2013-06-30 Reduce-0.88%$71.5 - $80.85
($76.22)
$ 119.8836%Reduce -36.71%567,100
GWR Genesee & Wyoming Inc 2013-06-30 Buy 0.87%$79.84 - $92.6
($87.35)
$ 96.6410%New holding274,300
PETM PetSmart Inc 2013-06-30 Reduce-0.76%$61.74 - $70.51
($67.36)
$ 82.9819%Reduce -42.45%457,215
RPM RPM International Inc 2013-06-30 Reduce-0.73%$29.51 - $34.03
($32.11)
$ 47.8033%Reduce -96.67%22,000
AVGO Avago Technologies Ltd 2013-06-30 Add0.64%$31.26 - $38.75
($34.87)
$ 128.2173%Add 67.33%1,167,600
ZBRA Zebra Technologies Corp 2013-06-30 Reduce-0.59%$42.69 - $46.81
($45.53)
$ 87.2948%Reduce -34.86%635,900
SRCL Stericycle Inc 2013-06-30 Add0.58%$104.13 - $113.01
($108.63)
$ 138.9622%Add 41.33%496,200
RCL Royal Caribbean Cruises Ltd 2013-06-30 Reduce-0.57%$31.82 - $38.08
($34.71)
$ 79.8557%Reduce -52.17%442,450
FNFG First Niagara Financial Group Inc 2013-06-30 Buy 0.53%$8.59 - $10.07
($9.52)
$ 8.79-8%New holding1,419,700
NBL Noble Energy Inc 2013-06-30 Reduce-0.53%$53.245 - $61.25
($57.84)
$ 48.00-21%Reduce -33.19%511,700
EXPD Expeditors International of Washington Inc 2013-06-30 Reduce-0.5%$35.13 - $40.14
($37.44)
$ 47.9722%Reduce -51.13%367,500
NEM Newmont Mining Corp 2013-06-30 Reduce-0.46%$27.22 - $41.39
($33.57)
$ 22.23-51%Reduce -96.66%10,500
TRMB Trimble Navigation Ltd 2013-06-30 Reduce-0.43%$24.85 - $29.2
($27.63)
$ 24.25-14%Reduce -18.10%1,765,700
JLL Jones Lang LaSalle Inc 2013-06-30 Add0.39%$86.5 - $100.02
($94.02)
$ 165.4043%Add 24.36%595,700
INFA Informatica Corp 2013-06-30 Buy 0.38%$31.15 - $36.86
($34.5)
$ 43.7021%New holding290,600
BBBY Bed Bath & Beyond Inc 2013-06-30 Reduce-0.37%$63.76 - $71.99
($68.13)
$ 75.4610%Reduce -26.27%435,000
Premium Real Time Picks are included for Premium Members only!!
*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
14.2% 7.7% 14.2%
» More Profile & Performance

Meridian Funds's Current Portfolio:

Ticker Shares Value ($1000)
BRO2,306,40074,358
LKQ2,734,40070,411
AMG386,00063,281
PRGO482,10058,334
MHK510,90057,471
JLL595,70054,292
SRCL496,20054,795
FMC823,30050,271
EWBC1,766,70048,584
AME1,111,00046,995
» More Current Portfolio

Meridian Funds's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 17 and portdate='2013-06-30' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Technology 21.4% 21.4%
Consumer Cyclical 20.9% 20.9%
Financial Services 11.8% 11.8%
Healthcare 9.5% 9.5%
Basic Materials 5.8% 5.8%
Energy 3.5% 3.5%
Industrials 3.4% 3.4%
Real Estate 2.6% 2.6%
Consumer Defensive 1.8% 1.8%
Communication Services 1.6% 1.6%
Utilities 0.7% 0.7%
» More Sector Weightings

Meridian Funds's News:

» More Related News


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