Eric H. Schoenstein recent buys & sells (2025 Q1)
Jensen Investment Management
Jensen Investment Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $9.04B (-$2B)
- Previous value:
- $11.05B
- # of changes:
- 75
- New positions:
- 1
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 09 May 2025
Jensen Investment Management has disclosed a total of 75 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 66 and completely sold out 2 position(s).
What stocks did Eric H. Schoenstein buy in 2025 Q1?
During 2025 Q1 Eric H. Schoenstein has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (CPRT) Copart Inc (added shares +8.71%), (SHW) Sherwin-Williams Co (added shares +8.88%), (ABT) Abbott Laboratories (added shares +1,221.16%), (CDNS) Cadence Design Systems Inc (added shares +29.89%) and (CPB) Campbells Co (added shares +2.43%).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -13.52%), (MRSH) Marsh & McLennan Companies, Inc (reduced shares -13.51%), (AAPL) Apple Inc (reduced shares -15.10%), (ACN) Accenture plc (reduced shares -19.57%) and (SYK) Stryker Corp (reduced shares -13.95%).
75 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
United Rentals Inc
|
new
|
+2,680
|
2,680
|
+0.02%
|
$626.70
|
+65.06%($1,034.42)
|
0.02%
|
2025 Q1
|
~0.25 years
|
|
|
|
Abbott Laboratories
|
+1,221.16%
|
+1,262,407
|
1,365,785
|
+1.85%
|
$132.65
|
-21.19%($104.54)
|
2.00%
|
2013 Q2*
|
> 12 years
|
|
|
|
Cadence Design Systems Inc
|
+29.89%
|
+125,899
|
547,156
|
+0.35%
|
$254.33
|
+25.00%($317.92)
|
1.54%
|
2024 Q4
|
~0.50 years
|
|
|
|
Sherwin-Williams Co
|
+8.88%
|
+47,410
|
581,472
|
+0.18%
|
$349.19
|
-4.26%($334.32)
|
2.25%
|
2024 Q2
|
~1.00 year
|
|
|
|
Copart Inc
|
+8.71%
|
+305,496
|
3,812,090
|
+0.19%
|
$56.59
|
-50.74%($27.88)
|
2.39%
|
2020 Q1
|
~5.25 years
|
|
|
|
Campbells Co
|
+2.43%
|
+3,140
|
132,568
|
+0%
|
$39.92
|
-50.05%($19.94)
|
0.06%
|
2016 Q3
|
~8.75 years
|
|
|
|
Hologic Inc
|
+1.12%
|
+570
|
51,330
|
+0%
|
$61.77
|
|
0.04%
|
2024 Q4
|
~0.50 years
|
|
|
|
Amphenol Corp
|
-0.08%
|
-4,170
|
5,035,182
|
-0%
|
$32.80
|
+145.53%($80.52)
|
1.83%
|
2013 Q2*
|
> 12 years
|
|
|
|
Waters Corp
|
-0.18%
|
-80
|
44,332
|
-0%
|
$368.57
|
+18.21%($435.68)
|
0.18%
|
2013 Q2*
|
> 12 years
|
|
|
|
Oracle Corp
|
-0.19%
|
-275
|
147,089
|
-0%
|
$139.81
|
-7.65%($129.12)
|
0.23%
|
2013 Q2*
|
> 12 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".