Pearl River Capital’s Arista Networks ANET Stock Holding History

Pearl River 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
2023 Q4	–	Sell	-24,220	Closed	-$1.11M	–	475
2023 Q3	$1.11M	Buy	+24,220	New	+$1.08M	0.17%	198
2023 Q2	–	Sell	-22,228	Closed	-$933K	–	480
2023 Q1	$933K	Buy	22,228 +7,648	+52%	+$263K	0.15%	221
2022 Q4	$442K	Sell	14,580 -32,300	-69%	-$994K	0.08%	340
2022 Q3	$1.32M	Buy	+46,880	New	+$1.35M	0.25%	125
2022 Q2	–	Sell	-9,404	Closed	-$327K	–	437
2022 Q1	$327K	Buy	9,404 +3,124	+50%	+$98.7K	0.09%	298
2021 Q4	$226K	Buy	+6,280	New	+$187K	0.06%	354
2020 Q4	–	Sell	-33,072	Closed	-$428K	–	359
2020 Q3	$428K	Sell	33,072 -52,704	-61%	-$724K	0.18%	195
2020 Q2	$1.13M	Buy	85,776 +83,024	+3,017%	+$1.12M	0.56%	58
2020 Q1	$35K	Buy	+2,752	New	+$35.7K	0.07%	276

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pearl River Capital's ANET Position: Q4 2023 in Review

Pearl River Capital sold out of Arista Networks (ANET) in Q4 2023, closing a stake of 24,220 shares — an estimated $1.11M sold.

Pearl River Capital first reported a position in ANET in Q1 2020 and held it in 9 quarters. The position peaked at $1.32M in Q3 2022. 1,217 funds tracked by Wall St. Rank hold ANET as of Q4 2023.

Pearl River Capital reported no remaining Arista Networks position as of Q4 2023 after selling out during the quarter.
Pearl River Capital sold 24,220 Arista Networks shares in Q4 2023, an estimated $1.11M.
Pearl River Capital first reported a position in Arista Networks in Q1 2020 and held it in 9 quarters.
Pearl River Capital's Arista Networks position peaked at $1.32M in Q3 2022.
1,217 funds tracked by Wall St. Rank held Arista Networks as of Q4 2023.

Based on Pearl River Capital's 13F filing for Q4 2023, filed 13 Feb 2024.