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Wishbone Management’s Arista Networks ANET Stock Holding History

Wishbone Management’s Portfolio ANET Stock Details ANET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,728,000
Closed -$22.7M – 14
2020
Q2 		$22.7M Sell
1,728,000
-1,232,000
-42% -$16.2M 5.62% 8
2020
Q1 		$37.5M Buy
+2,960,000
New +$37.5M 11.24% 4