Eric H. Schoenstein Holdings Activity

Jensen Investment Management Portfolio 13F

Jensen Investment Management has disclosed a total of 75 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 6, bought 1 totally new, decreased the number of shares of 66 and completely sold out 2 position(s).

What stocks is Eric H. Schoenstein buying now?

In the recent quarter Eric H. Schoenstein has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ABT) ABBOTT LABORATORIES (added shares +1221.16%), (CDNS) CADENCE DESIGN SYS INC (added shares +29.89%), (CPRT) COPART INC (added shares +8.71%), (SHW) SHERWIN-WILLIAMS CO/THE (added shares +8.88%) and (URI) UNITED RENTALS INC (new buy).

What does Eric H. Schoenstein invest in?

Eric H. Schoenstein's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (7.38%), (MMC) MARSH & MCLENNAN COS (7.1%), (AAPL) APPLE INC (6.94%), (ACN) ACCENTURE PLC-CL A (6.33%) and (SYK) STRYKER CORP (6.25%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -13.52%), (MMC) MARSH & MCLENNAN COS (reduced shares -13.51%), (AAPL) APPLE INC (reduced shares -15.1%), (ACN) ACCENTURE PLC-CL A (reduced shares -19.57%) and (SYK) STRYKER CORP (reduced shares -13.95%).

2019 Q2 (31 results)
LH
buy
+2,709
+0.01%
$172.94
42.84% $247.03
0.01%
ROK
buy
+4,730
+0.01%
$163.85
90.66% $312.39
0.01%
VFC
+75.85%
+641,800
+0.74%
$87.35
84.91% $13.18
1.70%
TDC
+67.15%
+10,220
+0.00%
$35.85
39.55% $21.67
0.01%
BR
+38.98%
+328,656
+0.48%
$127.68
88.17% $240.25
1.71%
UPS
+24.80%
+359,753
+0.48%
$103.27
6.32% $96.74
2.41%
UTX
+24.68%
+785,493
+1.17%
$130.20
-
5.90%
PFE
+24.62%
+1,267,287
+0.63%
$43.32
46.49% $23.18
3.17%
OMC
+23.74%
+645,094
+0.60%
$81.95
9.63% $74.06
3.14%
EMR
+23.66%
+667,979
+0.51%
$66.72
79.47% $119.74
2.66%
JNJ
+23.62%
+554,783
+0.88%
$139.28
9.44% $152.43
4.61%
CTSH
+23.10%
+514,020
+0.59%
$63.39
26.93% $80.46
3.17%
NKE
+22.64%
+433,645
+0.43%
$83.95
26.41% $61.78
2.31%
MMM
+15.77%
+228,352
+0.62%
$173.34
14.24% $148.66
4.54%
CTXS
+15.60%
+608
+0.00%
$98.15
5.85% $103.90
0.01%
CRI
+14.15%
+681
+0.00%
$97.50
65.64% $33.50
0.01%
UNH
+13.85%
+221,097
+0.62%
$244.01
22.17% $298.11
5.06%
NTAP
+11.56%
+1,550
+0.00%
$61.70
61.55% $99.67
0.01%
KR
+10.25%
+3,700
+0.00%
$21.70
211.89% $67.69
0.01%
AAPL
+8.72%
+504,228
+0.28%
$49.48
305.05% $200.42
3.55%
EHC
+7.87%
+1,600
+0.00%
$63.37
88.62% $119.52
0.02%
CBRE
+7.49%
+1,850
+0.00%
$51.32
141.01% $123.68
0.02%
BDX
+6.89%
+148,681
+0.43%
$252.01
31.35% $173.01
6.63%
ORCL
+6.36%
+457,595
+0.31%
$56.97
187.61% $163.85
5.18%
MSFT
+6.24%
+266,692
+0.41%
$133.96
241.42% $457.36
7.01%
PEP
+3.67%
+149,252
+0.24%
$131.13
0.35% $130.67
6.67%
GOOGL
+2.11%
+65,435
+0.06%
$54.14
218.36% $172.36
2.79%
ACN
+1.86%
+24,734
+0.07%
$184.77
71.02% $315.99
4.00%
TJX
+1.79%
+56,551
+0.03%
$52.88
138.69% $126.22
1.94%
TXN
+1.37%
+10,698
+0.01%
$114.76
60.47% $184.15
1.03%
WAT
+1.36%
+5,109
+0.01%
$215.24
64.74% $354.59
1.10%
31 of 1,716

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.