- Portfolio
- Activity
Eric H. Schoenstein Holdings Activity
Jensen Investment Management Portfolio 13F
Jensen Investment Management has disclosed a total of 70 changes to the portfolio in the latest (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 is Eric H. Schoenstein buying now?
In the recent quarter Eric H. Schoenstein has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (NVDA) NVIDIA CORP (new buy), (LLY) ELI LILLY & CO (new buy), (META) META PLATFORMS INC-CLASS A (new buy), (ABT) ABBOTT LABORATORIES (added shares +74.15%) and (CDNS) CADENCE DESIGN SYS INC (added shares +50.49%).
What does Eric H. Schoenstein invest in?
Eric H. Schoenstein's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (9.15%), (SYK) STRYKER CORP (6.57%), (MMC) MARSH & MCLENNAN COS (6.21%), (INTU) INTUIT INC (5.8%) and (AAPL) APPLE INC (5.57%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -11.7%), (SYK) STRYKER CORP (reduced shares -6.58%), (MMC) MARSH & MCLENNAN COS (reduced shares -7.84%), (INTU) INTUIT INC (reduced shares -24.23%) and (AAPL) APPLE INC (reduced shares -18.01%).
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.