Mon, Mar 20, 2023
Mar 20
111,801 shares @ $24.05
Decreased holdings by -5.60%
18th largest trade (out of 424)
📍 ANET ThesisConcentrates 99% of 205 backtested trades in ANET, which has averaged +92.5% @730d vs SPY. Their own timing adds only +4.2% on top — this is thesis validation, not market-timing skill. Methodology →
Abnormally LargeLarge TradeCluster Buy
Trade made by an officer
Part of a cluster of 3 transactions by 3 insiders
31% win rate · -6.3% median edge vs SPY (108 trades, 90-day)
Abnormally large trade for this company
Price 13% below 200-day moving average