Marcus Capital’s Arista Networks ANET Stock Holding History

Marcus Capital’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 Q3	$1.51M	Sell	91,200 -8,800	-9%	-$150K	4.42%	5
2018 Q2	$1.61M	Buy	100,000 +1,200	+1%	+$19.6K	5.11%	4
2018 Q1	$1.58M	Sell	98,800 -14,000	-12%	-$236K	5.8%	3
2017 Q4	$1.66M	Sell	112,800 -82,400	-42%	-$1.1M	6.35%	2
2017 Q3	$2.31M	Sell	195,200 -82,000	-30%	-$857K	3.29%	8
2017 Q2	$2.6M	Sell	277,200 -82,800	-23%	-$750K	2.22%	21
2017 Q1	$2.98M	Sell	360,000 -76,000	-17%	-$524K	2.78%	14
2016 Q4	$2.64M	Sell	436,000 -90,400	-17%	-$506K	2.84%	13
2016 Q3	$2.8M	Sell	526,400 -800	-0.2%	-$3.81K	2.69%	14
2016 Q2	$2.12M	Buy	527,200 +68,000	+15%	+$289K	2.23%	20
2016 Q1	$1.81M	Sell	459,200 -162,400	-26%	-$636K	1.99%	23
2015 Q4	$3.02M	Buy	+621,600	New	+$2.7M	3.21%	11

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JSP

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Marcus Capital's ANET Position: Q3 2018 in Review

Marcus Capital reduced its Arista Networks (ANET) stake by 8.8% in Q3 2018, selling an estimated $150K and leaving 91,200 shares worth $1.51M. The position accounts for 4.42% of the portfolio, ranked #5.

Marcus Capital first reported a position in ANET in Q4 2015 and has held it in 12 quarters since. The position peaked at $3.02M in Q4 2015. 529 funds tracked by Wall St. Rank hold ANET as of Q3 2018.

Marcus Capital held 91,200 shares of Arista Networks worth $1.51M as of Q3 2018.
Marcus Capital sold 8,800 Arista Networks shares in Q3 2018, an estimated $150K.
Arista Networks made up 4.42% of Marcus Capital's portfolio in Q3 2018, its #5 holding.
Marcus Capital first reported a position in Arista Networks in Q4 2015 and has held it in 12 quarters since.
Marcus Capital's Arista Networks position peaked at $3.02M in Q4 2015.
529 funds tracked by Wall St. Rank held Arista Networks as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.