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%).

2021 Q3 (66 results)
URI
buy
+4,370
+0.01%
$351.03
108.65% $732.41
0.01%
GOOGL
buy
+5,170,123
+6.89%
$133.68
27.38% $170.27
6.89%
POOL
buy
+3,670
+0.01%
$434.33
32.02% $295.26
0.01%
APH
+1,212.52%
+3,392,930
+0.98%
$36.62
166.50% $97.58
1.07%
SMG
+266.21%
+26,940
+0.03%
$146.36
55.96% $64.46
0.04%
CHD
+71.54%
+26,420
+0.02%
$82.57
15.13% $95.07
0.04%
LEVI
+54.99%
+38,172
+0.01%
$24.51
26.35% $18.05
0.03%
FFIV
+48.20%
+5,069
+0.01%
$198.79
47.91% $294.02
0.04%
EHC
+44.12%
+19,044
+0.02%
$75.04
62.57% $122.00
0.05%
GNTX
+42.55%
+27,680
+0.01%
$32.98
34.39% $21.64
0.04%
KR
+41.17%
+40,800
+0.01%
$40.43
79.70% $72.66
0.04%
GPC
+39.19%
+15,440
+0.01%
$121.23
2.12% $118.66
0.05%
BBY
+35.69%
+14,270
+0.01%
$105.71
35.86% $67.80
0.05%
LSTR
+34.71%
+7,840
+0.01%
$157.80
12.52% $138.04
0.04%
CCK
+29.04%
+14,920
+0.01%
$100.78
4.08% $104.90
0.05%
HAS
+28.98%
+16,000
+0.01%
$89.22
19.93% $71.44
0.05%
MCHP
+26.19%
+4,335
+0.01%
$306.99
76.66% $71.64
0.05%
TSCO
+23.36%
+2,518
+0.00%
$202.58
74.05% $52.56
0.02%
K
+21.50%
+8,290
+0.00%
$63.92
22.89% $78.55
0.02%
LH
+21.42%
+2,656
+0.01%
$281.42
8.25% $258.21
0.05%
EXPD
+21.31%
+8,850
+0.01%
$119.13
5.75% $112.29
0.05%
CRI
+21.24%
+4,087
+0.00%
$97.24
68.91% $30.23
0.02%
MMS
+21.17%
+6,230
+0.00%
$83.20
15.33% $70.45
0.02%
CPB
+21.09%
+9,960
+0.00%
$41.82
24.88% $31.41
0.02%
FDS
+20.99%
+3,350
+0.01%
$394.77
11.54% $440.34
0.06%
MLHR
+20.99%
+8,991
+0.00%
$37.66
2.64% $38.66
0.02%
LII
+20.92%
+2,220
+0.01%
$294.15
91.70% $563.88
0.03%
CPRT
+15.84%
+6,960
+0.01%
$138.71
65.60% $47.71
0.06%
TSM
+14.20%
+1,390
+0.00%
$111.63
100.42% $223.72
0.01%
PAYX
+14.09%
+4,130
+0.00%
$112.44
24.48% $139.96
0.03%
TJX
+6.72%
+231,594
+0.12%
$65.98
83.33% $120.96
1.92%
PG
+5.70%
+66,201
+0.14%
$139.80
13.63% $158.86
2.59%
ADP
+5.42%
+88,463
+0.18%
$199.92
49.13% $298.15
3.50%
VRSK
+1.00%
+7,455
+0.01%
$200.27
51.82% $304.04
1.20%
MMC
+0.98%
+11,595
+0.01%
$151.43
42.93% $216.44
1.44%
ABT
-0.23%
-250
-0.00%
$118.13
16.26% $137.34
0.10%
EMR
-0.24%
-250
-0.00%
$94.20
38.72% $130.67
0.08%
WAT
-0.25%
-120
-0.00%
$357.30
1.67% $351.32
0.13%
ABBV
-0.41%
-81
-0.00%
$107.88
73.34% $186.99
0.02%
OMC
-0.67%
-650
-0.00%
$72.47
2.35% $70.76
0.06%
LIN
-1.17%
-50
-0.00%
$293.36
57.17% $461.07
0.01%
EFX
-5.36%
-70,770
-0.14%
$253.42
2.20% $258.99
2.51%
GIS
-5.91%
-197,500
-0.09%
$59.82
13.84% $51.54
1.49%
SYK
-6.10%
-149,899
-0.31%
$263.72
49.86% $395.22
4.82%
CTSH
-6.12%
-327,164
-0.19%
$74.21
4.10% $77.25
2.95%
NKE
-6.15%
-230,094
-0.26%
$145.23
58.00% $61.00
4.04%
AAPL
-6.15%
-267,800
-0.30%
$141.50
41.34% $200.00
4.58%
MMM
-6.17%
-214,979
-0.30%
$175.42
15.78% $147.73
4.54%
PEP
-6.19%
-179,263
-0.40%
$150.41
14.39% $128.76
6.00%
TXN
-6.21%
-98,086
-0.15%
$192.21
7.24% $206.12
2.27%
SBUX
-6.27%
-116,328
-0.20%
$110.31
17.28% $91.25
2.98%
HD
-6.27%
-63,100
-0.16%
$328.26
10.94% $364.18
2.45%
MA
-6.29%
-28,831
-0.14%
$347.68
57.78% $548.57
2.02%
WM
-6.36%
-109,520
-0.14%
$149.36
53.31% $228.99
2.01%
UNH
-6.38%
-83,501
-0.27%
$390.74
21.90% $305.17
3.93%
PFE
-6.39%
-727,361
-0.25%
$43.01
43.36% $24.36
3.63%
JNJ
-8.02%
-221,993
-0.45%
$161.50
5.34% $152.88
5.17%
MSFT
-8.99%
-181,419
-0.71%
$281.92
75.32% $494.27
7.19%
BR
-9.88%
-192,417
-0.25%
$166.64
42.94% $238.19
2.32%
UPS
-10.36%
-142,840
-0.21%
$182.10
44.73% $100.64
1.78%
DCI
-14.25%
-4,342
-0.00%
$57.40
20.76% $69.32
0.02%
ACN
-14.98%
-311,543
-0.79%
$319.92
8.34% $293.25
4.48%
BDX
-15.02%
-406,180
-0.79%
$245.82
30.84% $170.00
4.48%
INTU
-19.37%
-200,712
-0.86%
$539.51
41.29% $762.28
3.57%
8888000D
-100.00%
-374,990
-7.25%
$2,441.79
-
0.00%
HRC
-100.00%
-25,448
-0.04%
$113.59
37.30% $155.96
0.00%
66 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.