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%).

2025 Q1 (1 result)
URI
buy
+1,661
+0.02%
$626.70
25.70% $787.79
0.02%
2024 Q4 (3 results)
CDNS
buy
+421,257
+1.15%
$300.46
3.49% $310.95
1.15%
HOLX
buy
+50,252
+0.03%
$72.09
9.42% $65.30
0.03%
ROST
buy
+34,272
+0.06%
$151.27
13.06% $131.52
0.06%
2024 Q3 (1 result)
MAR
buy
+1,834
+0.01%
$248.60
11.63% $277.52
0.01%
2024 Q2 (6 results)
APD
buy
+7,980
+0.02%
$258.05
12.50% $290.30
0.02%
IDXX
buy
+5,120
+0.02%
$487.20
11.39% $542.71
0.02%
LH
buy
+28,730
+0.06%
$203.51
27.76% $260.00
0.06%
SHW
buy
+398,214
+1.39%
$298.43
18.12% $352.51
1.39%
SOLV
buy
+6,635
+0.00%
$52.88
47.98% $78.25
0.00%
VEEV
buy
+21,230
+0.03%
$183.01
54.42% $282.61
0.03%
2024 Q1 (5 results)
K
buy
+64,286
+0.04%
$57.29
39.64% $80.00
0.04%
MCD
buy
+250,189
+0.93%
$281.95
4.50% $294.63
0.93%
MSCI
buy
+6,130
+0.03%
$560.45
4.00% $582.85
0.03%
ON
buy
+31,030
+0.02%
$73.55
23.93% $55.95
0.02%
ZTS
buy
+1,460,424
+2.03%
$169.21
5.99% $159.08
2.03%
2023 Q4 (2 results)
K-W
buy
+87,700
+0.04%
$55.91
-
0.00%
ULTA
buy
+7,710
+0.03%
$489.99
3.09% $474.84
0.03%
2023 Q3 (1 result)
BAH
buy
+16,310
+0.01%
$109.27
0.92% $108.27
0.01%
2023 Q2 (2 results)
KEYS
buy
+16,923
+0.02%
$167.45
1.15% $165.52
0.02%
KLAC
buy
+424,723
+1.51%
$485.02
89.91% $921.10
1.51%
2023 Q1 (2 results)
LIN
buy
+1,995
+0.01%
$349.89
36.38% $477.17
0.01%
TECH
buy
+23,480
+0.02%
$72.43
26.58% $53.18
0.02%
2022 Q4 (3 results)
AON
buy
+2,639
+0.01%
$300.14
17.13% $351.55
0.01%
RS
buy
+1,140
+0.00%
$202.44
60.76% $325.44
0.00%
SPY
buy
+630
+0.00%
$382.43
62.24% $620.45
0.00%
2022 Q2 (4 results)
BLL
buy
+2,581,210
+1.47%
$68.77
1.05% $69.49
1.47%
CRL
buy
+8,660
+0.02%
$213.97
26.40% $157.49
0.02%
G
buy
+106,380
+0.04%
$42.36
6.21% $44.99
0.04%
WSM
buy
+15,206
+0.01%
$110.94
56.11% $173.18
0.01%
2022 Q1 (4 results)
MANH
buy
+39,310
+0.04%
$138.72
43.25% $198.71
0.04%
MCO
buy
+513,165
+1.29%
$337.41
47.33% $497.12
1.29%
TTC
buy
+26,010
+0.02%
$85.51
12.75% $74.60
0.02%
CDNS
buy
+35,530
+0.04%
$164.45
89.08% $310.95
0.04%
2021 Q4 (1 result)
RMD
buy
+7,960
+0.01%
$260.43
1.75% $255.88
0.01%
2021 Q3 (3 results)
GOOGL
buy
+5,170,123
+6.89%
$133.68
33.64% $178.64
6.89%
POOL
buy
+3,670
+0.01%
$434.33
30.31% $302.67
0.01%
URI
buy
+4,370
+0.01%
$351.03
124.42% $787.79
0.01%
2021 Q2 (3 results)
8888000D
buy
+374,990
+6.92%
$2,441.79
-
0.00%
GNTX
buy
+98,560
+0.02%
$33.09
29.82% $23.22
0.02%
MMC
buy
+1,185,165
+1.26%
$140.68
51.21% $212.72
1.26%
2021 Q1 (1 result)
FDS
buy
+10,554
+0.03%
$308.59
45.08% $447.71
0.03%
2020 Q3 (5 results)
HD
buy
+809,175
+1.99%
$277.71
33.90% $371.85
1.99%
MMS
buy
+10,288
+0.01%
$68.38
5.94% $72.44
0.01%
MCHP
buy
+5,020
+0.01%
$205.58
64.41% $73.16
0.01%
VRSK
buy
+2,370
+0.00%
$185.23
62.61% $301.21
0.00%
WM
buy
+985,830
+0.99%
$113.17
97.39% $223.39
0.99%
47 of 285

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.