Kayak Investment Partners’s Arista Networks ANET Stock Holding History

Kayak Investment Partners’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
2018 Q4	–	Sell	-353,568	Closed	-$5.88M	–	10
2018 Q3	$5.88M	Sell	353,568 -146,192	-29%	-$2.49M	5.91%	9
2018 Q2	$8.04M	Buy	499,760 +209,328	+72%	+$3.42M	6.35%	6
2018 Q1	$4.63M	Buy	+290,432	New	+$4.9M	3.83%	10
2017 Q3	–	Sell	-319,248	Closed	-$2.99M	–	18
2017 Q2	$2.99M	Sell	319,248 -187,504	-37%	-$1.7M	1.41%	16
2017 Q1	$4.19M	Sell	506,752 -923,952	-65%	-$6.38M	2.06%	14
2016 Q4	$8.65M	Buy	+1,430,704	New	+$8M	4.89%	10

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Kayak Investment Partners's ANET Position: Q4 2018 in Review

Kayak Investment Partners sold out of Arista Networks (ANET) in Q4 2018, closing a stake of 353,568 shares — an estimated $5.88M sold.

Kayak Investment Partners first reported a position in ANET in Q4 2016 and held it in 6 quarters. The position peaked at $8.65M in Q4 2016. 505 funds tracked by Wall St. Rank hold ANET as of Q4 2018.

Kayak Investment Partners reported no remaining Arista Networks position as of Q4 2018 after selling out during the quarter.
Kayak Investment Partners sold 353,568 Arista Networks shares in Q4 2018, an estimated $5.88M.
Kayak Investment Partners first reported a position in Arista Networks in Q4 2016 and held it in 6 quarters.
Kayak Investment Partners's Arista Networks position peaked at $8.65M in Q4 2016.
505 funds tracked by Wall St. Rank held Arista Networks as of Q4 2018.

Based on Kayak Investment Partners's 13F filing for Q4 2018, filed 14 Feb 2019.