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:
Please Subscribe to see portfolio changes after 2013-06-30.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Meridian Funds Bought 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)
$ 42.40-30%Add 329.03%823,300
PRGO Perrigo Co PLC 2013-06-30 Add0.92%$113.14 - $121.16
($118.55)
$ 185.4256%Add 72.42%482,100
AVGO Avago Technologies Ltd 2013-06-30 Add0.64%$31.26 - $38.75
($34.87)
$ 127.62266%Add 67.33%1,167,600
SRCL Stericycle Inc 2013-06-30 Add0.58%$104.13 - $113.01
($108.63)
$ 142.0031%Add 41.33%496,200
JLL Jones Lang LaSalle Inc 2013-06-30 Add0.39%$86.5 - $100.02
($94.02)
$ 152.7362%Add 24.36%595,700
WWW Wolverine World Wide Inc 2013-06-30 Add0.37%$21.585 - $27.305
($24.82)
$ 26.838%Add 791.30%410,000
FLIR FLIR Systems Inc 2013-06-30 Add0.37%$23.53 - $26.97
($24.82)
$ 28.5715%Add 257.61%512,100
MHK Mohawk Industries Inc 2013-06-30 Add0.35%$106.08 - $119.53
($112.71)
$ 197.5975%Add 20.04%510,900
EW Edwards Lifesciences Corp 2013-06-30 Add0.33%$62.54 - $84.93
($71.02)
$ 144.70104%Add 33.69%506,700
XYL Xylem Inc 2013-06-30 Add0.32%$25.77 - $28.93
($27.61)
$ 32.7018%Add 29.12%1,391,400
ANSS Ansys Inc 2013-06-30 Add0.3%$71.17 - $80.86
($75.45)
$ 89.7419%Add 33.36%450,500
MASI Masimo Corp 2013-06-30 Add0.27%$19.04 - $22.5
($21.04)
$ 41.5197%Add 130.20%609,110
WSO Watsco Inc 2013-06-30 Add0.21%$77.72 - $89.16
($84.42)
$ 122.4645%Add 16.31%469,900
HUM Humana Inc 2013-06-30 Add0.2%$72.1 - $85.17
($78.93)
$ 184.01133%Add 115.09%118,300
AMG Affiliated Managers Group Inc 2013-06-30 Add0.17%$144.06 - $170.04
($158.18)
$ 187.4819%Add 7.82%386,000
SBH Sally Beauty Holdings Inc 2013-06-30 Add0.16%$29.08 - $31.57
($30.22)
$ 26.46-12%Add 14.85%1,036,300
PKI PerkinElmer Inc 2013-06-30 Add0.15%$30.35 - $34.95
($32.72)
$ 49.4851%Add 20.08%759,500
ATR AptarGroup, Inc. 2013-06-30 Add0.13%$54.57 - $57.48
($56.25)
$ 67.7120%Add 44.16%206,300
WWD Woodward Inc 2013-06-30 Add0.12%$34.13 - $41.06
($37.81)
$ 44.8319%Add 9.05%963,900
MLHR Herman Miller Inc 2013-06-30 Add0.12%$23.58 - $28.55
($26.37)
$ 26.992%Add 8.40%1,488,625
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:


SectorsSector Weightings (%)
Technology 21.9% 21.9%
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


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK