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

Morgens Waterfall Vintiadis & Co’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
2019 Q2	–	Sell	-208,000	Closed	-$4.09M	–	59
2019 Q1	$4.09M	Hold	208,000	–	–	2.93%	12
2018 Q4	$2.74M	Sell	208,000 -40,000	-16%	-$575K	2.44%	13
2018 Q3	$4.12M	Buy	248,000 +40,000	+19%	+$681K	2.69%	12
2018 Q2	$3.35M	Sell	208,000 -48,000	-19%	-$784K	2.37%	19
2018 Q1	$4.08M	Sell	256,000 -64,000	-20%	-$1.08M	3.11%	12
2017 Q4	$4.71M	Buy	320,000 +32,000	+11%	+$428K	3.71%	10
2017 Q3	$3.41M	Buy	+288,000	New	+$3.01M	2.86%	18
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	+$1.83M	1.78%	30

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

JSP

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Morgens Waterfall Vintiadis & Co's ANET Position: Q2 2019 in Review

Morgens Waterfall Vintiadis & Co sold out of Arista Networks (ANET) in Q2 2019, closing a stake of 208,000 shares — an estimated $4.09M sold.

Morgens Waterfall Vintiadis & Co first reported a position in ANET in Q3 2016 and held it in 9 quarters. The position peaked at $4.71M in Q4 2017. 539 funds tracked by Wall St. Rank hold ANET as of Q2 2019.

Morgens Waterfall Vintiadis & Co reported no remaining Arista Networks position as of Q2 2019 after selling out during the quarter.
Morgens Waterfall Vintiadis & Co sold 208,000 Arista Networks shares in Q2 2019, an estimated $4.09M.
Morgens Waterfall Vintiadis & Co first reported a position in Arista Networks in Q3 2016 and held it in 9 quarters.
Morgens Waterfall Vintiadis & Co's Arista Networks position peaked at $4.71M in Q4 2017.
539 funds tracked by Wall St. Rank held Arista Networks as of Q2 2019.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2019, filed 14 Aug 2019.