Oracle Alpha’s Arista Networks ANET Stock Holding History

Oracle Alpha’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
2024 Q1	$334K	Buy	4,604 +332	+8%	+$22.4K	0.6%	60
2023 Q4	$252K	Buy	+4,272	New	+$224K	0.33%	137

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oracle Alpha's ANET Position: Q1 2024 in Review

Oracle Alpha increased its Arista Networks (ANET) stake by 7.8% in Q1 2024, buying an estimated $22.4K and bringing the position to 4,604 shares worth $334K. The position accounts for 0.6% of the portfolio, ranked #60.

Oracle Alpha first reported a position in ANET in Q4 2023 and has held it in 2 quarters since. 1,353 funds tracked by Wall St. Rank hold ANET as of Q1 2024.

Oracle Alpha held 4,604 shares of Arista Networks worth $334K as of Q1 2024.
Oracle Alpha bought 332 Arista Networks shares in Q1 2024, an estimated $22.4K.
Arista Networks made up 0.6% of Oracle Alpha's portfolio in Q1 2024, its #60 holding.
Oracle Alpha first reported a position in Arista Networks in Q4 2023 and has held it in 2 quarters since.
1,353 funds tracked by Wall St. Rank held Arista Networks as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.