Skip to content
User

Eric H. Schoenstein

Jensen Investment Management

Eric H. Schoenstein CBRE Group Inc, CL-A stake

total: 257

Jensen Investment Management CBRE trades

Total transactions:
19
New positions:
1
Sold out:
1
Added:
13
Reduced:
4
Held since:
2017 Q4
Held for:
26 quarters
Latest activity:
2024 Q2
According to 2026 Q2 report, Eric H. Schoenstein doesn't hold any CBRE Group Inc, CL-A (CBRE) shares. To date, the estimated cost basis is nearly $49.35 for "buy" trades and estimated average "sell" price is $97.28. Jensen Investment Management first purchased CBRE in 2017 Q4, initially acquiring 10,600 shares. Since the initial investment in CBRE Group Inc, CL-A (CBRE), Jensen Investment Management has made 18 more transactions.

When did Eric H. Schoenstein sell CBRE Group Inc, CL-A (CBRE)?

Eric H. Schoenstein sold off the entire CBRE Group Inc, CL-A (CBRE) position in 2024 Q2.

When did Eric H. Schoenstein buy CBRE Group Inc, CL-A (CBRE)?

Eric H. Schoenstein first invested in CBRE Group Inc, CL-A (CBRE) in 2017 Q4 at the reported quarter-end price of $43.30 per share.

What's the cost basis of Jensen Investment Management's CBRE stake?

The estimated cost basis for CBRE Group Inc, CL-A (CBRE) stake is around $49.35 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$49.35
Weighted AVG sell price:
$97.28

Eric H. Schoenstein's historical trades in CBRE Group Inc, CL-A

19 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q2
0.00%
0
$97.24
-100% (-35,770)
-0.03%
2023 Q3
0.02%
35,770
$73.86
$2,641,972
-3.30% (-1,220)
-0%
2023 Q2
0.02%
36,990
$80.71
$2,985,463
-3.12% (-1,190)
-0%
2022 Q1
0.03%
38,180
$91.51
$3,494,000
+5.70% (+2,060)
+0%
2021 Q4
0.03%
36,120
$108.50
$3,919,000
-17.76% (-7,800)
-0.01%
2021 Q1
0.03%
43,920
$79.12
$3,475,000
+7.20% (+2,950)
+0%
2020 Q4
0.02%
$62.73
+0.74% (+300)
2020 Q3
0.02%
$46.96
+13.29% (+4,770)
2020 Q2
0.02%
$45.21
+6.69% (+2,250)
2020 Q1
0.01%
$37.71
+16.23% (+4,700)
2019 Q4
0.02%
$61.28
-3.50% (-1,050)
2019 Q3
0.02%
$53.00
+12.95% (+3,440)
2019 Q2
0.02%
$51.32
+7.49% (+1,850)
2019 Q1
0.01%
$49.45
+9.92% (+2,230)
2018 Q4
0.01%
$40.04
+10.14% (+2,070)
2018 Q3
0.01%
$44.10
+34.99% (+5,290)
2018 Q2
0.01%
$47.75
+14.11% (+1,870)
2018 Q1
0.01%
$47.25
+25.00% (+2,650)
2017 Q4
0.01%
$43.30
new
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.