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Connective Portfolio Management’s Arista Networks ANET Stock Holding History

Connective Portfolio 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
2023
Q4 		– Sell
-26,000
Closed -$1.2M – 40
2023
Q3 		$1.2M Buy
+26,000
New +$1.16M 3.64% 8
2023
Q2 		– Sell
-32,000
Closed -$1.3M – 44
2023
Q1 		$1.3M Buy
+32,000
New +$1.1M 4.12% 7
2022
Q3 		– Sell
-39,920
Closed -$936K – 37
2022
Q2 		$936K Buy
39,920
+19,960
+100% +$548K 1.61% 30
2022
Q1 		$694K Sell
19,960
-47,160
-70% -$1.49M 1.48% 28
2021
Q4 		$2.41M Buy
+67,120
New +$2M 4.23% 4

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Connective Portfolio Management's ANET Position: Q4 2023 in Review

Connective Portfolio Management sold out of Arista Networks (ANET) in Q4 2023, closing a stake of 26,000 shares — an estimated $1.2M sold.

Connective Portfolio Management first reported a position in ANET in Q4 2021 and held it in 5 quarters. The position peaked at $2.41M in Q4 2021. 1,216 funds tracked by Wall St. Rank hold ANET as of Q4 2023.

  • Connective Portfolio Management reported no remaining Arista Networks position as of Q4 2023 after selling out during the quarter.
  • Connective Portfolio Management sold 26,000 Arista Networks shares in Q4 2023, an estimated $1.2M.
  • Connective Portfolio Management first reported a position in Arista Networks in Q4 2021 and held it in 5 quarters.
  • Connective Portfolio Management's Arista Networks position peaked at $2.41M in Q4 2021.
  • 1,216 funds tracked by Wall St. Rank held Arista Networks as of Q4 2023.

Based on Connective Portfolio Management's 13F filing for Q4 2023, filed 17 Jan 2024.