Churchill Management’s Arista Networks ANET Stock Holding History

Churchill 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
2025 Q1	–	Sell	-165,433	Closed	-$18.3M	–	142
2024 Q4	$18.3M	Buy	+165,433	New	+$17M	0.2%	36

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Churchill Management's ANET Position: Q1 2025 in Review

Churchill Management sold out of Arista Networks (ANET) in Q1 2025, closing a stake of 165,433 shares — an estimated $18.3M sold.

Churchill Management first reported a position in ANET in Q4 2024 and held it in 1 quarter. The position peaked at $18.3M in Q4 2024. 1,590 funds tracked by Wall St. Rank hold ANET as of Q1 2025.

Churchill Management reported no remaining Arista Networks position as of Q1 2025 after selling out during the quarter.
Churchill Management sold 165,433 Arista Networks shares in Q1 2025, an estimated $18.3M.
Churchill Management first reported a position in Arista Networks in Q4 2024 and held it in 1 quarter.
Churchill Management's Arista Networks position peaked at $18.3M in Q4 2024.
1,590 funds tracked by Wall St. Rank held Arista Networks as of Q1 2025.

Based on Churchill Management's 13F filing for Q1 2025, filed 25 Apr 2025.