Grantham, Mayo, Van Otterloo & Co (GMO)’s Arista Networks ANET Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	-23,032	Closed	-$2.55M	–	617
2024 Q4	$2.55M	Buy	+23,032	New	+$2.37M	0.01%	360
2024 Q1	–	Sell	-14,512	Closed	-$854K	–	514
2023 Q4	$854K	Sell	14,512 -21,960	-60%	-$1.15M	﹤0.01%	382
2023 Q3	$1.68M	Sell	36,472 -81,624	-69%	-$3.64M	0.01%	418
2023 Q2	$4.78M	Buy	118,096 +40,712	+53%	+$1.57M	0.02%	337
2023 Q1	$3.25M	Buy	77,384 +38,800	+101%	+$1.33M	0.02%	375
2022 Q4	$1.17M	Sell	38,584 -19,600	-34%	-$603K	0.01%	498
2022 Q3	$1.64M	Sell	58,184 -4,400	-7%	-$127K	0.01%	445
2022 Q2	$1.47M	Buy	+62,584	New	+$1.72M	0.01%	474

Other funds holding ANET

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s ANET Position: Q1 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Arista Networks (ANET) in Q1 2025, closing a stake of 23,032 shares — an estimated $2.55M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ANET in Q2 2022 and held it in 8 quarters. The position peaked at $4.78M in Q2 2023. 1,594 funds tracked by Wall St. Rank hold ANET as of Q1 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Arista Networks position as of Q1 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 23,032 Arista Networks shares in Q1 2025, an estimated $2.55M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Arista Networks in Q2 2022 and held it in 8 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Arista Networks position peaked at $4.78M in Q2 2023.
1,594 funds tracked by Wall St. Rank held Arista Networks as of Q1 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2025, filed 14 May 2025.