Mon, Sep 20, 2021
Sep 20
44,991 shares @ $26.27
Decreased holdings by -3.60%
38th 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 →
Large TradeCluster Buy
Trade made by an officer
Part of a cluster of 3 transactions by 2 insiders
18% win rate · -10.2% median edge vs SPY (55 trades, 90-day)
Price 19% above 200-day moving average