Discovery Capital Management’s Arista Networks ANET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-209,728
| Closed | -$12.3M | – | 53 |
|
2023
Q4 | $12.3M | Buy |
209,728
+6,800
| +3% | +$400K | 1.87% | 18 |
|
2023
Q3 | $9.33M | Sell |
202,928
-584,428
| -74% | -$26.9M | 1.66% | 16 |
|
2023
Q2 | $31.9M | Sell |
787,356
-78,600
| -9% | -$3.18M | 3.35% | 7 |
|
2023
Q1 | $36.3M | Buy |
865,956
+433,580
| +100% | +$18.2M | 4.13% | 7 |
|
2022
Q4 | $13.1M | Sell |
432,376
-40,116
| -8% | -$1.22M | 1.91% | 14 |
|
2022
Q3 | $13.3M | Buy |
472,492
+116,372
| +33% | +$3.28M | 1.99% | 12 |
|
2022
Q2 | $8.35M | Buy |
+356,120
| New | +$8.35M | 1.08% | 19 |
|