Meridian Management CO Purchases in Q4 2024

Meridian Management CO

  • $369 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
12.2K
New
$233.85 - $279.91 $2.86M - $3.42M
12.2K $3.16M
NICE
Nice Ltd.

Technology
17.5K
New
$164.71 - $199.17 $2.88M - $3.49M
17.5K $2.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.49K
+ 5.31%
$61.68 - $67.87 $586K - $644K
188K $11.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.67K
+ 4.99%
$113.92 - $127.38 $760K - $849K
140K $16.2M
MCD
Mcdonalds Corp

Consumer Cyclical
1.32K
New
$288.47 - $316.54 $380K - $418K
1.32K $382K
GOOGL
Alphabet Inc.

Communication Services
1.42K
New
$161.86 - $196.66 $230K - $279K
1.42K $268K
QQQ
Invesco Qqq Trust, Series 1

ETFs
325
+ 9.67%
$481.22 - $538.17 $156K - $175K
3.69K $1.88M
PG
Procter & Gamble CO

Consumer Defensive
1.44K
New
$161.05 - $179.7 $233K - $259K
1.44K $242K
WMB
Williams Companies, Inc.

Energy
4.21K
New
$46.37 - $59.74 $195K - $251K
4.21K $227K
DIS
Walt Disney CO

Communication Services
2K
New
$92.39 - $117.6 $185K - $236K
2K $223K
OII
Oceaneering International Inc

Energy
8.02K
New
$23.23 - $30.58 $186K - $245K
8.02K $209K
JNJ
Johnson & Johnson

Healthcare
1.45K
New
$143.34 - $165.86 $208K - $241K
1.45K $209K
HON
Honeywell International Inc

Industrials
917
New
$202.84 - $236.0 $186K - $216K
917 $207K
JPM
Jpmorgan Chase & CO

Financial Services
161
+ 3.55%
$205.18 - $250.29 $33K - $40.3K
4.69K $1.12M
AVGO
Broadcom Inc.

Technology
242
+ 13.55%
$159.67 - $250.0 $38.6K - $60.5K
2.03K $470K
BMY
Bristol Myers Squibb CO

Healthcare
190
+ 0.67%
$51.92 - $59.94 $9.86K - $11.4K
28.5K $1.61M
IEF
Ishares Barclays

ETFs
5.58K
+ 8.47%
$92.08 - $98.18 $514K - $548K
71.4K $6.6M
NVDA
Nvidia Corp

Technology
487
+ 8.66%
$117.0 - $148.88 $57K - $72.5K
6.11K $820K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 1.86%
$486.1 - $608.57 $5.83K - $7.3K
658 $376K
MSFT
Microsoft Corp

Technology
161
+ 6.82%
$406.35 - $454.46 $65.4K - $73.2K
2.52K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 13.49%
$442.29 - $483.08 $37.6K - $41.1K
715 $324K
MUSA
Murphy Usa Inc.

Consumer Cyclical
2
+ 0.08%
$473.11 - $555.48 $946 - $1.11K
2.45K $1.23M
OZK
Bank Ozk

Financial Services
45
+ 0.69%
$41.39 - $50.55 $1.86K - $2.27K
6.58K $293K
RF
Regions Financial Corp

Financial Services
184
+ 0.51%
$22.45 - $27.47 $4.13K - $5.05K
36.3K $852K
HOMB
Home Bancshares Inc

Financial Services
39
+ 0.47%
$26.0 - $32.09 $1.01K - $1.25K
8.26K $233K
DFAS
Dimensional ETF Tr U S Small C

ETFs
101
+ 3.09%
$63.58 - $71.15 $6.42K - $7.19K
3.37K $219K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.03%
$60.73 - $64.94 $60.7 - $64.9
3.52K $215K
IBM
International Business Machines Corp

Technology
7
+ 0.09%
$204.9 - $238.04 $1.43K - $1.67K
7.48K $1.64M
AFL
Aflac Inc

Financial Services
140
+ 4.96%
$100.37 - $115.27 $14.1K - $16.1K
2.96K $306K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10
+ 0.18%
$51.33 - $53.74 $513 - $537
5.65K $291K
LHX
L3 Harris Technologies, Inc.

Industrials
25
+ 2.65%
$208.94 - $264.22 $5.22K - $6.61K
968 $203K
VTV
Vanguard Value ETF

ETFs
3
+ 0.07%
$168.32 - $181.87 $505 - $546
4.13K $699K
ABBV
Abb Vie Inc.

Healthcare
25
+ 1.88%
$164.99 - $203.87 $4.12K - $5.1K
1.35K $240K
XOM
Exxon Mobil Corp

Energy
302
+ 4.92%
$105.51 - $125.37 $31.9K - $37.9K
6.44K $692K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.2K
+ 200.91%
$26.93 - $84.95 $652K - $2.06M
36.2K $989K
PEP
Pepsico Inc

Consumer Defensive
24
+ 1.22%
$151.29 - $176.1 $3.63K - $4.23K
2K $303K
RTX
Raytheon Technologies Corp

Industrials
247
+ 1.96%
$114.45 - $127.21 $28.3K - $31.4K
12.9K $1.49M
OTIS
Otis Worldwide Corp

Industrials
53
+ 0.87%
$92.57 - $106.01 $4.91K - $5.62K
6.16K $570K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.47%
$479.66 - $614.62 $2.4K - $3.07K
1.07K $520K
GE
General Electric CO

Industrials
22
+ 0.43%
$159.95 - $194.23 $3.52K - $4.27K
5.18K $863K
CARR
Carrier Global Corp

Industrials
10
+ 0.08%
$66.69 - $82.65 $667 - $827
12.4K $843K
GVI
Ishares Tr

ETFs
1.4K
+ 0.85%
$103.89 - $107.05 $146K - $150K
167K $17.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
36K
+ 73.61%
$24.19 - $50.58 $871K - $1.82M
84.9K $2.06M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.44K
+ 0.85%
$80.13 - $83.77 $195K - $204K
288K $23.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
202K
+ 71.4%
$25.33 - $51.16 $5.11M - $10.3M
485K $12.5M
VEA
Vanguard Ftse Developed Market

ETFs
22.3K
+ 3.04%
$47.57 - $52.44 $1.06M - $1.17M
754K $36.1M
Activity Summary
Buys All Purchases 47 New Holdings 11 Increased Positions 36 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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