Boardman Bay Capital Management’s Arista Networks ANET Stock Holding History

Boardman Bay Capital 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
2021 Q4	$1.44M	Sell	40,000 -41,408	-51%	-$1.24M	2.39%	18
2021 Q3	$1.75M	Sell	81,408 -13,968	-15%	-$320K	3.07%	14
2021 Q2	$2.16M	Sell	95,376 -38,592	-29%	-$806K	3.4%	10
2021 Q1	$2.53M	Buy	+133,968	New	+$2.5M	3.89%	8
2019 Q3	–	Sell	-128,000	Closed	-$2.08M	–	53
2019 Q2	$2.08M	Buy	+128,000	New	+$2.22M	3.38%	14
2016 Q2	–	Sell	-419,392	Closed	-$1.65M	–	57
2016 Q1	$1.65M	Sell	419,392 -396,784	-49%	-$1.55M	1.51%	22
2015 Q4	$3.97M	Buy	+816,176	New	+$3.54M	3.44%	9

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

EVM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boardman Bay Capital Management's ANET Position: Q4 2021 in Review

Boardman Bay Capital Management reduced its Arista Networks (ANET) stake by 51% in Q4 2021, selling an estimated $1.24M and leaving 40,000 shares worth $1.44M. The position accounts for 2.39% of the portfolio, ranked #18.

Boardman Bay Capital Management first reported a position in ANET in Q4 2015 and has held it in 7 quarters since. The position peaked at $3.97M in Q4 2015. 759 funds tracked by Wall St. Rank hold ANET as of Q4 2021.

Boardman Bay Capital Management held 40,000 shares of Arista Networks worth $1.44M as of Q4 2021.
Boardman Bay Capital Management sold 41,408 Arista Networks shares in Q4 2021, an estimated $1.24M.
Arista Networks made up 2.39% of Boardman Bay Capital Management's portfolio in Q4 2021, its #18 holding.
Boardman Bay Capital Management first reported a position in Arista Networks in Q4 2015 and has held it in 7 quarters since.
Boardman Bay Capital Management's Arista Networks position peaked at $3.97M in Q4 2015.
759 funds tracked by Wall St. Rank held Arista Networks as of Q4 2021.

Based on Boardman Bay Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.