Brandywine Global Investment Management’s Arista Networks ANET Stock Holding History

Brandywine Global Investment 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	–	Sell	-2,023,888	Closed	-$43.5M	–	699
2021 Q3	$43.5M	Buy	2,023,888 +225,872	+13%	+$5.18M	0.33%	83
2021 Q2	$40.7M	Sell	1,798,016 -720,752	-29%	-$15.1M	0.3%	76
2021 Q1	$47.5M	Sell	2,518,768 -1,866,384	-43%	-$34.9M	0.36%	67
2020 Q4	$79.6M	Buy	4,385,152 +184,352	+4%	+$2.92M	0.66%	26
2020 Q3	$54.3M	Buy	4,200,800 +1,596,048	+61%	+$21.9M	0.53%	43
2020 Q2	$34.2M	Buy	2,604,752 +58,048	+2%	+$785K	0.35%	74
2020 Q1	$32.2M	Buy	+2,546,704	New	+$33.1M	0.39%	57

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

Brandywine Global Investment Management's ANET Position: Q4 2021 in Review

Brandywine Global Investment Management sold out of Arista Networks (ANET) in Q4 2021, closing a stake of 2,023,888 shares — an estimated $43.5M sold.

Brandywine Global Investment Management first reported a position in ANET in Q1 2020 and held it in 7 quarters. The position peaked at $79.6M in Q4 2020. 760 funds tracked by Wall St. Rank hold ANET as of Q4 2021.

Brandywine Global Investment Management reported no remaining Arista Networks position as of Q4 2021 after selling out during the quarter.
Brandywine Global Investment Management sold 2,023,888 Arista Networks shares in Q4 2021, an estimated $43.5M.
Brandywine Global Investment Management first reported a position in Arista Networks in Q1 2020 and held it in 7 quarters.
Brandywine Global Investment Management's Arista Networks position peaked at $79.6M in Q4 2020.
760 funds tracked by Wall St. Rank held Arista Networks as of Q4 2021.

Based on Brandywine Global Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.