Mon, May 1, 2023
May 1
1,090 shares @ $161.11
Decreased holdings by -1.30%
141st 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 →
Cluster Buy
Trade made by a director
Part of a cluster of 7 transactions by 3 insiders
10b5-1 scheduled trade
32% win rate · -6.3% median edge vs SPY (111 trades, 90-day)
Price 23% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—