Ownership history in Sienna Gestion Β· 7 quarters on record
This page tracks every 13F SEC filing in which Sienna Gestion reported a position in ARISTA NETWORKS INC (ANET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Sienna Gestion outperformed the S&P 500 by +23.9% annually on this ANET position. Timing score: 25% (1/4 decisions correct). Average cost basis: $130.82. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 23.9% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $95.96 (2024 Q3) Β· Worst: $145.71 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Sienna Gestion has been actively increasing its ANET allocation β a bullish signal from insiders.
Currently 1.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size