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%).

2022 Q3 (45 results)
CRL
+100.58%
+8,710
+0.01%
$196.78
22.96% $151.59
0.03%
APH
+23.98%
+1,118,630
+0.33%
$33.48
189.67% $96.98
1.69%
BLL
+20.25%
+522,725
+0.22%
$48.32
43.81% $69.49
1.31%
MCO
+16.17%
+102,255
+0.22%
$243.11
98.07% $481.54
1.56%
EFX
+13.59%
+184,030
+0.27%
$171.43
49.30% $255.95
2.30%
HD
+11.22%
+102,155
+0.25%
$275.94
31.73% $363.50
2.43%
KR
+9.22%
+10,980
+0.00%
$43.75
62.93% $71.28
0.05%
MMC
+8.81%
+93,332
+0.23%
$149.29
44.70% $216.02
2.88%
UNH
+8.41%
+93,674
+0.41%
$505.04
40.08% $302.62
5.31%
NKE
+7.44%
+321,067
+0.23%
$83.12
24.76% $62.54
3.39%
POOL
+7.33%
+480
+0.00%
$318.17
7.51% $294.26
0.02%
TSM
+1.87%
+261
+0.00%
$68.54
226.81% $224.01
0.01%
KO
-0.07%
-86
-0.00%
$56.02
24.00% $69.47
0.06%
GOOGL
-0.08%
-3,993
-0.00%
$95.65
81.43% $173.54
5.58%
SBUX
-0.13%
-5,726
-0.00%
$84.26
9.00% $91.84
3.19%
TXN
-0.24%
-4,295
-0.01%
$154.78
33.29% $206.31
2.43%
PG
-0.24%
-5,880
-0.01%
$126.25
25.65% $158.63
2.64%
INTU
-0.24%
-2,005
-0.01%
$387.32
99.54% $772.86
2.80%
UPS
-0.29%
-3,630
-0.01%
$161.54
37.72% $100.60
1.79%
MA
-0.30%
-3,035
-0.01%
$284.34
91.96% $545.81
2.53%
ACN
-0.33%
-6,620
-0.01%
$257.30
15.07% $296.08
4.50%
MSFT
-0.35%
-10,725
-0.02%
$232.90
113.59% $497.45
6.16%
AAPL
-0.36%
-15,300
-0.02%
$138.20
45.44% $201.00
5.05%
ADP
-0.37%
-6,205
-0.02%
$226.19
33.95% $302.98
4.47%
CTSH
-0.39%
-15,895
-0.01%
$57.44
35.08% $77.59
2.04%
TJX
-0.40%
-16,990
-0.01%
$62.12
96.62% $122.14
2.31%
WM
-0.43%
-6,473
-0.01%
$160.21
41.51% $226.72
2.34%
PEP
-0.44%
-21,380
-0.03%
$163.26
21.46% $128.22
6.82%
BDX
-0.49%
-10,360
-0.02%
$222.83
23.72% $169.97
4.12%
SYK
-0.52%
-13,207
-0.02%
$202.54
92.75% $390.40
4.41%
ECL
-0.53%
-390
-0.00%
$144.42
82.29% $263.25
0.09%
JNJ
-0.54%
-11,033
-0.03%
$163.36
6.95% $152.01
5.11%
PFE
-0.64%
-64,005
-0.02%
$43.76
44.61% $24.24
3.80%
BR
-1.09%
-18,980
-0.02%
$144.32
65.72% $239.17
2.16%
VRSK
-2.06%
-19,355
-0.03%
$170.53
78.93% $305.13
1.37%
LH
-2.28%
-423
-0.00%
$204.81
25.47% $256.98
0.06%
MANH
-3.46%
-1,360
-0.00%
$133.02
46.01% $194.22
0.04%
CHD
-5.54%
-4,890
-0.00%
$71.44
32.95% $94.97
0.05%
HAS
-6.39%
-3,439
-0.00%
$67.42
7.25% $72.31
0.05%
ORCL
-7.67%
-13,700
-0.01%
$61.07
248.49% $212.82
0.09%
CDNS
-13.62%
-3,388
-0.01%
$163.44
85.81% $303.69
0.04%
GPC
-21.58%
-11,960
-0.02%
$149.31
20.26% $119.06
0.06%
GIS
-23.31%
-31,818
-0.02%
$76.61
34.25% $50.37
0.07%
FDS
-26.39%
-4,710
-0.02%
$400.08
9.24% $437.03
0.05%
MMM
-46.15%
-1,166,455
-1.12%
$110.50
36.43% $150.76
1.31%
45 of 3,702

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.