Fund Management at Engine No 1’s Arista Networks ANET Stock Holding History

Fund Management at Engine No 1’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	-14,344	Closed	-$660K	–	31
2023 Q3	$660K	Buy	14,344 +1,336	+10%	+$59.5K	0.1%	176
2023 Q2	$527K	Buy	13,008 +996	+8%	+$38.5K	0.1%	208
2023 Q1	$504K	Buy	12,012 +1,112	+10%	+$38.2K	0.1%	194
2022 Q4	$331K	Buy	10,900 +1,416	+15%	+$43.6K	0.08%	253
2022 Q3	$268K	Buy	9,484 +396	+4%	+$11.4K	0.08%	257
2022 Q2	$213K	Buy	9,088 +1,496	+20%	+$41K	0.06%	326
2022 Q1	$264K	Buy	+7,592	New	+$240K	0.07%	281

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Fund Management at Engine No 1's ANET Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Arista Networks (ANET) in Q4 2023, closing a stake of 14,344 shares — an estimated $660K sold.

Fund Management at Engine No 1 first reported a position in ANET in Q1 2022 and held it in 7 quarters. The position peaked at $660K in Q3 2023. 1,216 funds tracked by Wall St. Rank hold ANET as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Arista Networks position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 14,344 Arista Networks shares in Q4 2023, an estimated $660K.
Fund Management at Engine No 1 first reported a position in Arista Networks in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Arista Networks position peaked at $660K in Q3 2023.
1,216 funds tracked by Wall St. Rank held Arista Networks as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.