Ardevora Asset Management’s Arista Networks ANET Stock Holding History

Ardevora 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
2018 Q4	–	Sell	-1,670,288	Closed	-$27.8M	–	108
2018 Q3	$27.8M	Buy	1,670,288 +72,000	+5%	+$1.23M	0.77%	91
2018 Q2	$25.7M	Buy	1,598,288 +1,597,120	+136,740%	+$26.1M	0.72%	107
2018 Q1	$19K	Buy	+1,168	New	+$19.7K	﹤0.01%	115
2017 Q4	–	Sell	-3,417,600	Closed	-$40.5M	–	112
2017 Q3	$40.5M	Sell	3,417,600 -468,800	-12%	-$4.9M	1.21%	7
2017 Q2	$36.4M	Buy	+3,886,400	New	+$35.2M	1.15%	24

Other funds holding ANET

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EVM

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

Ardevora Asset Management's ANET Position: Q4 2018 in Review

Ardevora Asset Management sold out of Arista Networks (ANET) in Q4 2018, closing a stake of 1,670,288 shares — an estimated $27.8M sold.

Ardevora Asset Management first reported a position in ANET in Q2 2017 and held it in 5 quarters. The position peaked at $40.5M in Q3 2017. 505 funds tracked by Wall St. Rank hold ANET as of Q4 2018.

Ardevora Asset Management reported no remaining Arista Networks position as of Q4 2018 after selling out during the quarter.
Ardevora Asset Management sold 1,670,288 Arista Networks shares in Q4 2018, an estimated $27.8M.
Ardevora Asset Management first reported a position in Arista Networks in Q2 2017 and held it in 5 quarters.
Ardevora Asset Management's Arista Networks position peaked at $40.5M in Q3 2017.
505 funds tracked by Wall St. Rank held Arista Networks as of Q4 2018.

Based on Ardevora Asset Management's 13F filing for Q4 2018, filed 31 Jan 2019.