Menta Capital’s Arista Networks ANET Stock Holding History

Menta 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	–	Sell	-32,320	Closed	-$520K	–	550
2018 Q2	$520K	Sell	32,320 -41,920	-56%	-$685K	0.12%	310
2018 Q1	$1.19M	Buy	74,240 +35,520	+92%	+$599K	0.25%	133
2017 Q4	$570K	Buy	+38,720	New	+$518K	0.11%	331
2017 Q3	–	Sell	-59,232	Closed	-$555K	–	745
2017 Q2	$555K	Buy	+59,232	New	+$536K	0.07%	490
2016 Q3	–	Sell	-363,200	Closed	-$1.46M	–	806
2016 Q2	$1.46M	Hold	363,200	–	–	0.2%	128
2016 Q1	$1.43M	Buy	+363,200	New	+$1.42M	0.2%	110
2015 Q4	–	Sell	-233,280	Closed	-$892K	–	853
2015 Q3	$892K	Buy	+233,280	New	+$1.11M	0.14%	270
2015 Q1	–	Sell	-88,000	Closed	-$334K	–	679
2014 Q4	$334K	Buy	+88,000	New	+$408K	0.05%	523

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Menta Capital's ANET Position: Q3 2018 in Review

Menta Capital sold out of Arista Networks (ANET) in Q3 2018, closing a stake of 32,320 shares — an estimated $520K sold.

Menta Capital first reported a position in ANET in Q4 2014 and held it in 8 quarters. The position peaked at $1.46M in Q2 2016. 530 funds tracked by Wall St. Rank hold ANET as of Q3 2018.

Menta Capital reported no remaining Arista Networks position as of Q3 2018 after selling out during the quarter.
Menta Capital sold 32,320 Arista Networks shares in Q3 2018, an estimated $520K.
Menta Capital first reported a position in Arista Networks in Q4 2014 and held it in 8 quarters.
Menta Capital's Arista Networks position peaked at $1.46M in Q2 2016.
530 funds tracked by Wall St. Rank held Arista Networks as of Q3 2018.

Based on Menta Capital's 13F filing for Q3 2018, filed 14 Nov 2018.