ClearBridge Appreciation ESG Strategy adds new stake in Arista Networks in Q4, exits Oracle

Posted on by wpadmin
  • ClearBridge Appreciation ESG Strategy underperformed the benchmark S&P 500 Index in the fourth quarter of 2025.
  • The strategy fund initiated a new position in Arista Networks (ANET) (ANET:CA), Boston Scientific (BSX), Amphenol (APH), and Ferguson Enterprises (FERG) in Q4.
  • The fund exited Oracle (ORCL), Canadian Pacific Kansas City (CP) (CP:CA), Lennar (LEN) (LEN.B), and Texas Instruments (TXN) during the quarter.
  • Source: Fund Letter

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