Ruane, Cunniff & Goldfarb’s Arista Networks ANET Stock Holding History

Ruane, Cunniff & Goldfarb’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
2021 Q3	–	Sell	-9,917,680	Closed	-$225M	–	34
2021 Q2	$225M	Sell	9,917,680 -13,054,832	-57%	-$273M	1.99%	20
2021 Q1	$433M	Sell	22,972,512 -8,015,120	-26%	-$150M	4.08%	13
2020 Q4	$563M	Sell	30,987,632 -192,640	-0.6%	-$3.05M	6%	5
2020 Q3	$403M	Sell	31,180,272 -467,760	-1%	-$6.43M	4.8%	8
2020 Q2	$415M	Sell	31,648,032 -421,776	-1%	-$5.71M	5.57%	7
2020 Q1	$406M	Buy	32,069,808 +4,218,224	+15%	+$54.8M	6.51%	3
2019 Q4	$354M	Buy	27,851,584 +27,793,984	+48,253%	+$366M	4.38%	13
2019 Q3	$860K	Hold	57,600	–	–	0.01%	28
2019 Q2	$935K	Buy	+57,600	New	+$997K	0.01%	27

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Ruane, Cunniff & Goldfarb's ANET Position: Q3 2021 in Review

Ruane, Cunniff & Goldfarb sold out of Arista Networks (ANET) in Q3 2021, closing a stake of 9,917,680 shares — an estimated $225M sold.

Ruane, Cunniff & Goldfarb first reported a position in ANET in Q2 2019 and held it in 9 quarters. The position peaked at $563M in Q4 2020. 657 funds tracked by Wall St. Rank hold ANET as of Q3 2021.

Ruane, Cunniff & Goldfarb reported no remaining Arista Networks position as of Q3 2021 after selling out during the quarter.
Ruane, Cunniff & Goldfarb sold 9,917,680 Arista Networks shares in Q3 2021, an estimated $225M.
Ruane, Cunniff & Goldfarb first reported a position in Arista Networks in Q2 2019 and held it in 9 quarters.
Ruane, Cunniff & Goldfarb's Arista Networks position peaked at $563M in Q4 2020.
657 funds tracked by Wall St. Rank held Arista Networks as of Q3 2021.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q3 2021, filed 15 Nov 2021.