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Telemark Asset Management’s Arista Networks ANET Stock Holding History

Telemark Asset Management’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
-480,000
Closed -$6.08M – 59
2020
Q1 		$6.08M Buy
+480,000
New +$6.23M 1.45% 23
2019
Q2 		– Sell
-800,000
Closed -$15.7M – 42
2019
Q1 		$15.7M Buy
+800,000
New +$12.7M 1.99% 17

Other funds holding ANET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Telemark Asset Management's ANET Position: Q2 2020 in Review

Telemark Asset Management sold out of Arista Networks (ANET) in Q2 2020, closing a stake of 480,000 shares — an estimated $6.08M sold.

Telemark Asset Management first reported a position in ANET in Q1 2019 and held it in 2 quarters. The position peaked at $15.7M in Q1 2019. 548 funds tracked by Wall St. Rank hold ANET as of Q2 2020.

  • Telemark Asset Management reported no remaining Arista Networks position as of Q2 2020 after selling out during the quarter.
  • Telemark Asset Management sold 480,000 Arista Networks shares in Q2 2020, an estimated $6.08M.
  • Telemark Asset Management first reported a position in Arista Networks in Q1 2019 and held it in 2 quarters.
  • Telemark Asset Management's Arista Networks position peaked at $15.7M in Q1 2019.
  • 548 funds tracked by Wall St. Rank held Arista Networks as of Q2 2020.

Based on Telemark Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.