EdgePoint Investment Group’s Arista Networks ANET Stock Holding History

EdgePoint Investment Group’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
2017 Q1	–	Sell	-2,976,544	Closed	-$18M	–	44
2016 Q4	$18M	Sell	2,976,544 -16,665,648	-85%	-$93.2M	0.3%	35
2016 Q3	$104M	Sell	19,642,192 -11,248	-0.1%	-$53.6K	1.71%	21
2016 Q2	$79.1M	Sell	19,653,440 -346,896	-2%	-$1.47M	1.38%	24
2016 Q1	$78.9M	Buy	20,000,336 +3,330,496	+20%	+$13M	1.37%	23
2015 Q4	$81.1M	Buy	16,669,840 +2,292,240	+16%	+$9.95M	1.57%	21
2015 Q3	$55M	Buy	+14,377,600	New	+$68.5M	1.09%	28

Other funds holding ANET

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

EdgePoint Investment Group's ANET Position: Q1 2017 in Review

EdgePoint Investment Group sold out of Arista Networks (ANET) in Q1 2017, closing a stake of 2,976,544 shares — an estimated $18M sold.

EdgePoint Investment Group first reported a position in ANET in Q3 2015 and held it in 6 quarters. The position peaked at $104M in Q3 2016. 270 funds tracked by Wall St. Rank hold ANET as of Q1 2017.

EdgePoint Investment Group reported no remaining Arista Networks position as of Q1 2017 after selling out during the quarter.
EdgePoint Investment Group sold 2,976,544 Arista Networks shares in Q1 2017, an estimated $18M.
EdgePoint Investment Group first reported a position in Arista Networks in Q3 2015 and held it in 6 quarters.
EdgePoint Investment Group's Arista Networks position peaked at $104M in Q3 2016.
270 funds tracked by Wall St. Rank held Arista Networks as of Q1 2017.

Based on EdgePoint Investment Group's 13F filing for Q1 2017, filed 15 May 2017.