Morgens Waterfall Vintiadis & Co’s Arista Networks ANET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-208,000
Closed -$4.09M 58
2019
Q1
$4.09M Hold
208,000
2.93% 12
2018
Q4
$2.74M Sell
208,000
-40,000
-16% -$527K 2.44% 13
2018
Q3
$4.12M Buy
248,000
+40,000
+19% +$665K 2.69% 12
2018
Q2
$3.35M Sell
208,000
-48,000
-19% -$772K 2.37% 19
2018
Q1
$4.09M Sell
256,000
-64,000
-20% -$1.02M 3.11% 12
2017
Q4
$4.71M Buy
320,000
+32,000
+11% +$471K 3.71% 10
2017
Q3
$3.41M Buy
+288,000
New +$3.41M 2.86% 17
2017
Q1
Sell
-384,000
Closed -$2.32M 52
2016
Q4
$2.32M Hold
384,000
2.22% 21
2016
Q3
$2.04M Buy
+384,000
New +$2.04M 1.78% 30