Wed, Mar 20, 2024
Mar 20
96,067 shares @ $49.78
Decreased holdings by -7.20%
10th 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 4 transactions by 4 insiders
32% win rate · -6.3% median edge vs SPY (168 trades, 90-day)
Abnormally large trade for this company
Price 36% above 200-day moving average