Eric H. Schoenstein Holdings Activity
Jensen Investment Management Portfolio 13F
Jensen Investment Management has disclosed a total of 64 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 14, bought 2 totally new, decreased the number of shares of 43 and completely sold out 5 position(s).
What stocks is Eric H. Schoenstein buying now?
In the recent quarter Eric H. Schoenstein has bought 16 securities out of which top 5 purchases (by % change to portfolio) are (MMC) MARSH & MCLENNAN COS (added shares +10.67%), (PFE) PFIZER INC (added shares +10.37%), (ACN) ACCENTURE PLC-CL A (added shares +6.28%), (INTU) INTUIT INC (added shares +7.39%) and (SBUX) STARBUCKS CORP (added shares +4.12%).
What does Eric H. Schoenstein invest in?
Eric H. Schoenstein's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (6.9%), (PEP) PEPSICO INC (6.77%), (SYK) STRYKER CORP (5.64%), (ACN) ACCENTURE PLC-CL A (5.56%) and (AAPL) APPLE INC (5.21%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -3.34%), (PEP) PEPSICO INC (reduced shares -3.71%), (SYK) STRYKER CORP (reduced shares -3.34%), (ACN) ACCENTURE PLC-CL A (added shares +6.28%) and (AAPL) APPLE INC (reduced shares -3.51%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.