Polar Capital’s Arista Networks ANET Stock Holding History

Polar 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
2020 Q2	–	Sell	-5,216,352	Closed	-$66M	–	285
2020 Q1	$66M	Buy	5,216,352 +4,669,888	+855%	+$60.6M	0.71%	37
2019 Q4	$6.95M	Sell	546,464 -2,243,680	-80%	-$29.5M	0.06%	219
2019 Q3	$41.7M	Sell	2,790,144 -3,945,216	-59%	-$61.1M	0.37%	80
2019 Q2	$109M	Buy	6,735,360 +1,313,280	+24%	+$22.7M	0.96%	21
2019 Q1	$107M	Sell	5,422,080 -144,176	-3%	-$2.29M	0.99%	22
2018 Q4	$73.3M	Buy	5,566,256 +3,273,840	+143%	+$47M	0.78%	32
2018 Q3	$38.1M	Sell	2,292,416 -802,832	-26%	-$13.7M	0.32%	99
2018 Q2	$49.8M	Buy	3,095,248 +751,440	+32%	+$12.3M	0.3%	76
2018 Q1	$37.4M	Buy	2,343,808 +648,448	+38%	+$10.9M	0.38%	87
2017 Q4	$25M	Sell	1,695,360 -1,454,640	-46%	-$19.5M	0.26%	119
2017 Q3	$37.3M	Sell	3,150,000 -166,800	-5%	-$1.74M	0.42%	81
2017 Q2	$31M	Sell	3,316,800 -461,344	-12%	-$4.18M	0.42%	88
2017 Q1	$31.2M	Sell	3,778,144 -46,400	-1%	-$320K	0.47%	73
2016 Q4	$23.1M	Buy	3,824,544 +585,776	+18%	+$3.28M	0.37%	86
2016 Q3	$17.2M	Sell	3,238,768 -21,744	-0.7%	-$104K	0.3%	110
2016 Q2	$13.1M	Sell	3,260,512 -1,700,608	-34%	-$7.23M	0.25%	116
2016 Q1	$19.6M	Buy	4,961,120 +3,880,544	+359%	+$15.2M	0.37%	84
2015 Q4	$5.25M	Sell	1,080,576 -2,898,912	-73%	-$12.6M	0.09%	175
2015 Q3	$15.2M	Buy	3,979,488 +2,013,376	+102%	+$9.59M	0.31%	107
2015 Q2	$10M	Sell	1,966,112 -1,153,152	-37%	-$5.16M	0.19%	148
2015 Q1	$13.7M	Buy	3,119,264 +376,896	+14%	+$1.56M	0.26%	119
2014 Q4	$10.4M	Sell	2,742,368 -181,600	-6%	-$843K	0.2%	140
2014 Q3	$16.1M	Buy	2,923,968 +1,505,568	+106%	+$7.14M	0.34%	95
2014 Q2	$5.53M	Buy	+1,418,400	New	+$5.7M	0.12%	184

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Polar Capital's ANET Position: Q2 2020 in Review

Polar Capital sold out of Arista Networks (ANET) in Q2 2020, closing a stake of 5,216,352 shares — an estimated $66M sold.

Polar Capital first reported a position in ANET in Q2 2014 and held it in 24 quarters. The position peaked at $109M in Q2 2019. 549 funds tracked by Wall St. Rank hold ANET as of Q2 2020.

Polar Capital reported no remaining Arista Networks position as of Q2 2020 after selling out during the quarter.
Polar Capital sold 5,216,352 Arista Networks shares in Q2 2020, an estimated $66M.
Polar Capital first reported a position in Arista Networks in Q2 2014 and held it in 24 quarters.
Polar Capital's Arista Networks position peaked at $109M in Q2 2019.
549 funds tracked by Wall St. Rank held Arista Networks as of Q2 2020.

Based on Polar Capital's 13F filing for Q2 2020, filed 14 Aug 2020.