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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 Sold :



TickerdownCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
NLC Nalco Holding Co. 2011-09-30 Sold Out -0.5051%$28.55 - $37.01
($33.82)
$ 38.815%Sold Out0
MMM 3m Co. 2011-09-30 Sold Out -0.017%$72.9 - $97.97
($84.37)
$ 111.3932%Sold Out0
MHP Mcgrawhill Cos. 2011-09-30 Sold Out -0.0174%$35.35 - $45.44
($41.83)
$ 55.1832%Sold Out0
MCRS Micros Systems Inc. 2011-09-30 Reduce-0.33%$38.71 - $52.01
($46.94)
$ 43.41-8%Reduce -21.62%821,092
LL Lumber Liquidators H... 2011-09-30 Sold Out -0.7343%$13.87 - $25.77
($16.12)
$ 89.91458%Sold Out0
KSS Kohls Corp. 2011-09-30 Reduce-0.41%$42.6 - $57
($49.48)
$ 51.584%Reduce -68.14%130,800
JBHT J.b. Hunt Transport ... 2011-09-30 Reduce-0.58%$35.6 - $49.1
($41.91)
$ 74.8879%Reduce -33.83%821,205
HTLD Heartland Express In... 2011-09-30 Reduce-0.18%$13.06 - $17.29
($14.82)
$ 14.35-3%Reduce -42.89%502,300
HSC Harsco Corp. 2011-09-30 Sold Out -0.0155%$19.44 - $33.76
($25.05)
$ 23.36-7%Sold Out0
HCBK Hudson City Bancorp ... 2011-09-30 Sold Out -0.0154%$5.46 - $8.53
($6.83)
$ 8.6527%Sold Out0
GWW W.w. Grainger Inc. 2011-09-30 Reduce-0.17%$126.11 - $161.63
($150.21)
$ 263.3575%Reduce -26.78%103,600
CW Curtisswright Corp. 2011-09-30 Sold Out -0.2036%$26.16 - $32.96
($29.84)
$ 36.4822%Sold Out0
COST Costco Wholesale Cor... 2011-09-30 Reduce-0.17%$70.39 - $85.07
($79.47)
$ 113.0542%Reduce -23.21%238,600
CLB Core Laboratories N.... 2011-09-30 Reduce-0.3%$92.63 - $116.64
($108.12)
$ 146.4435%Reduce -25.85%262,165
CBE Cooper Industries Cl... 2011-09-30 Reduce-0.53%$41.72 - $62.58
($50.52)
$ 74.548%Reduce -34.87%565,543
BRO Brown & Brown Inc. 2011-09-30 Reduce-0.86%$17.4 - $26.06
($20.89)
$ 32.3255%Reduce -49.45%1,166,527
BAX Baxter International... 2011-09-30 Sold Out -0.0172%$50.31 - $62.41
($56.38)
$ 72.9429%Sold Out0
USTR United Stationers In... 2011-06-30 Reduce-0.58%$32.68 - $37.06
($35.17)
$ 33.75-4%Reduce -48.55%1,151,460
SBAC Sba Communications C... 2011-06-30 Reduce-0.39%$36.59 - $40.27
($38.57)
$ 80.78109%Reduce -24.92%988,215
R Ryder System Inc. 2011-06-30 Sold Out $49.59 - $55.24
($52.47)
$ 62.5219%Sold Out0
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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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