$312 Million is the total value of MERIDIAN MANAGEMENT CO's 79 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -196,749 | -100.0% | -0.90% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 11.6% |
SCHWAB US SMALL-CAP ETF | 42 | Q3 2023 | 7.5% |
VANGUARD MID-CAP ETF | 42 | Q3 2023 | 6.0% |
VANGUARD MSCI EMERGING MARKET | 42 | Q3 2023 | 10.4% |
ISHARES TR | 42 | Q3 2023 | 6.4% |
APPLE INC | 42 | Q3 2023 | 3.1% |
WAL-MART STORES INC | 42 | Q3 2023 | 2.9% |
VISA INC | 42 | Q3 2023 | 2.6% |
INTERNATIONAL BUSINESS MACHS | 42 | Q3 2023 | 3.3% |
BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 1.9% |
View MERIDIAN MANAGEMENT CO's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-10 |
View MERIDIAN MANAGEMENT CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.