Wed, Sep 1, 2021
Sep 1
400 shares @ $363.15
Decreased holdings by -0.80%
168th 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 28 transactions by 5 insiders
Unscheduled trade
20% win rate · -6.3% median edge vs SPY (49 trades, 90-day)
Price 11% above 200-day moving average
ANETArista Networks, Inc.
Information TechnologyTechnology Hardware
1D0.00%
1W+1.52%
1M+3.71%
3M+26.72%
6M—
1Y—