Eric H. Schoenstein recent buys & sells (2025 Q2)
Jensen Investment Management
Jensen Investment Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $8.53B (-$511M)
- Previous value:
- $9.04B
- # of changes:
- 70
- New positions:
- 3
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 08 Aug 2025
Jensen Investment Management has disclosed a total of 70 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 15, bought 3 totally new, decreased the number of shares of 48 and completely sold out 4 position(s).
What stocks did Eric H. Schoenstein buy in 2025 Q2?
During 2025 Q2 Eric H. Schoenstein has bought 18 securities out of which top 5 purchases (by % change to portfolio) were (ABT) Abbott Laboratories (added shares +74.15%), (NVDA) NVIDIA Corp (new buy), (CPRT) Copart Inc (added shares +39.45%), (APH) Amphenol Corp (added shares +3.75%) and (CDNS) Cadence Design Systems Inc (added shares +50.49%).
In the 2025 Q2 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -11.70%), (SYK) Stryker Corp (reduced shares -6.58%), (MRSH) Marsh & McLennan Companies, Inc (reduced shares -7.84%), (INTU) Intuit Inc (reduced shares -24.23%) and (AAPL) Apple Inc (reduced shares -18.01%).
70 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Eli Lilly and Company
|
new
|
+206,612
|
206,612
|
+1.89%
|
$779.53
|
+61.74%($1,260.81)
|
1.89%
|
2025 Q2
|
~0.25 years
|
|
|
|
Meta Platforms Inc
|
new
|
+203,412
|
203,412
|
+1.76%
|
$738.09
|
-3.67%($711.00)
|
1.76%
|
2025 Q2
|
~0.25 years
|
|
|
|
NVIDIA Corp
|
new
|
+1,747,996
|
1,747,996
|
+3.24%
|
$157.99
|
+36.57%($215.76)
|
3.24%
|
2025 Q2
|
~0.25 years
|
|
|
|
Abbott Laboratories
|
+74.15%
|
+1,012,778
|
2,378,563
|
+1.61%
|
$136.01
|
-23.14%($104.54)
|
3.79%
|
2013 Q2*
|
> 12 years
|
|
|
|
Cadence Design Systems Inc
|
+50.49%
|
+276,240
|
823,396
|
+1%
|
$308.15
|
+3.17%($317.92)
|
2.97%
|
2024 Q4
|
~0.75 years
|
|
|
|
Copart Inc
|
+39.45%
|
+1,503,771
|
5,315,861
|
+0.86%
|
$49.07
|
-43.19%($27.88)
|
3.06%
|
2020 Q1
|
~5.50 years
|
|
|
|
IDEXX Laboratories Inc
|
+27.11%
|
+2,220
|
10,410
|
+0.01%
|
$536.34
|
+4.37%($559.79)
|
0.07%
|
2024 Q2
|
~1.25 years
|
|
|
|
MSCI Inc
|
+19.59%
|
+1,810
|
11,050
|
+0.01%
|
$576.74
|
-1.32%($569.11)
|
0.07%
|
2024 Q1
|
~1.50 years
|
|
|
|
Hologic Inc
|
+13.44%
|
+6,900
|
58,230
|
+0.01%
|
$65.16
|
|
0.04%
|
2024 Q4
|
~0.75 years
|
|
|
|
Aon PLC
|
+10.99%
|
+970
|
9,800
|
+0%
|
$356.76
|
-18.68%($290.13)
|
0.04%
|
2022 Q4
|
~2.75 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".