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Eric H. Schoenstein

Jensen Investment Management

Eric H. Schoenstein S&P Global Inc stake

total: 257

Jensen Investment Management SPGI trades

Total transactions:
3
New positions:
1
Sold out:
1
Reduced:
1
Held since:
2016 Q2
Held for:
2 quarters
Latest activity:
2016 Q4
According to 2026 Q2 report, Eric H. Schoenstein doesn't hold any S&P Global Inc (SPGI) shares. To date, the estimated cost basis is nearly $107.24 for "buy" trades and estimated average "sell" price is $126.68. Jensen Investment Management first purchased SPGI in 2016 Q2, initially acquiring 3,870 shares. Since the initial investment in S&P Global Inc (SPGI), Jensen Investment Management has made 2 more transactions.

When did Eric H. Schoenstein sell S&P Global Inc (SPGI)?

Eric H. Schoenstein sold off the entire S&P Global Inc (SPGI) position in 2016 Q4.

When did Eric H. Schoenstein buy S&P Global Inc (SPGI)?

Eric H. Schoenstein first invested in S&P Global Inc (SPGI) in 2016 Q2 at the reported quarter-end price of $107.24 per share.

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

The estimated cost basis for S&P Global Inc (SPGI) stake is around $107.24 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$107.24
Weighted AVG sell price:
$126.68

Eric H. Schoenstein's historical trades in S&P Global Inc

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2016 Q4
0.00%
$126.68
-100% (-3,860)
2016 Q3
0.01%
$126.68
-0.26% (-10)
2016 Q2
0.01%
$107.24
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.