AO Asset Management’s Arista Networks ANET Stock Holding History

AO Asset Management’s Portfolio ANET Stock Details ANET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$6.55M	Sell	279,508 -348,000	-55%	-$9.55M	4.52%	8
2022 Q1	$21.8M	Sell	627,508 -326,508	-34%	-$10.3M	5.93%	4
2021 Q4	$34.3M	Buy	954,016 +253,584	+36%	+$7.57M	3.34%	7
2021 Q3	$15M	Sell	700,432 -74,336	-10%	-$1.7M	1.11%	32
2021 Q2	$17.5M	Sell	774,768 -201,600	-21%	-$4.21M	1.22%	34
2021 Q1	$18.4M	Sell	976,368 -1,078,496	-52%	-$20.2M	1.39%	33
2020 Q4	$37.3M	Buy	+2,054,864	New	+$32.6M	2.47%	14
2020 Q3	–	Sell	-800,000	Closed	-$10.5M	–	43
2020 Q2	$10.5M	Hold	800,000	–	–	0.76%	39
2020 Q1	$10.1M	Hold	800,000	–	–	0.84%	34
2019 Q4	$10.2M	Hold	800,000	–	–	0.92%	35
2019 Q3	$11.9M	Buy	+800,000	New	+$12.4M	1.18%	33
2017 Q1	–	Sell	-1,120,000	Closed	-$6.77M	–	30
2016 Q4	$6.77M	Buy	1,120,000 +171,200	+18%	+$958K	2.26%	19
2016 Q3	$5.04M	Sell	948,800 -1,547,200	-62%	-$7.37M	1.37%	25
2016 Q2	$10M	Buy	2,496,000 +32,000	+1%	+$136K	2.63%	19
2016 Q1	$9.72M	Sell	2,464,000 -648,000	-21%	-$2.54M	2.57%	17
2015 Q4	$15.1M	Sell	3,112,000 -2,080,000	-40%	-$9.03M	3.29%	13
2015 Q3	$19.9M	Buy	5,192,000 +1,016,000	+24%	+$4.84M	4.91%	9
2015 Q2	$21.3M	Buy	+4,176,000	New	+$18.7M	4.34%	8

Other funds holding ANET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

AO Asset Management's ANET Position: Q2 2022 in Review

AO Asset Management reduced its Arista Networks (ANET) stake by 55% in Q2 2022, selling an estimated $9.55M and leaving 279,508 shares worth $6.55M. The position accounts for 4.52% of the portfolio, ranked #8.

AO Asset Management first reported a position in ANET in Q2 2015 and has held it in 18 quarters since. The position peaked at $37.3M in Q4 2020. 756 funds tracked by Wall St. Rank hold ANET as of Q2 2022.

AO Asset Management held 279,508 shares of Arista Networks worth $6.55M as of Q2 2022.
AO Asset Management sold 348,000 Arista Networks shares in Q2 2022, an estimated $9.55M.
Arista Networks made up 4.52% of AO Asset Management's portfolio in Q2 2022, its #8 holding.
AO Asset Management first reported a position in Arista Networks in Q2 2015 and has held it in 18 quarters since.
AO Asset Management's Arista Networks position peaked at $37.3M in Q4 2020.
756 funds tracked by Wall St. Rank held Arista Networks as of Q2 2022.

Based on AO Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.