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%).

2020 Q1 (66 results)
XLNX
buy
+5,520
+0.00%
$77.90
150.22% $194.92
0.00%
CPRT
buy
+5,070
+0.00%
$68.44
28.92% $48.65
0.00%
CHD
buy
+5,180
+0.00%
$64.09
49.81% $96.02
0.00%
HRC
buy
+6,360
+0.01%
$100.57
55.07% $155.96
0.01%
ADP
+1,123.61%
+1,279,455
+1.96%
$136.68
127.83% $311.40
2.13%
EFX
+430.35%
+503,943
+0.67%
$119.45
119.18% $261.81
0.83%
DCI
+51.64%
+4,132
+0.00%
$38.61
79.65% $69.36
0.01%
K
+48.99%
+4,340
+0.00%
$60.00
30.87% $78.52
0.01%
LII
+48.25%
+1,790
+0.00%
$181.82
213.03% $569.15
0.01%
TJX
+41.92%
+1,002,630
+0.54%
$47.81
160.61% $124.60
1.82%
SYK
+39.57%
+512,640
+0.96%
$166.49
132.12% $386.46
3.37%
MA
+31.93%
+174,202
+0.54%
$241.56
130.80% $557.53
2.25%
GOOGL
+28.09%
+1,865,900
+1.21%
$58.10
187.05% $166.77
5.54%
NKE
+23.46%
+815,302
+0.76%
$82.74
25.77% $61.42
3.98%
FFIV
+18.67%
+846
+0.00%
$106.64
177.47% $295.90
0.01%
TXN
+18.28%
+241,024
+0.27%
$99.93
105.95% $205.81
1.75%
HBI
+18.27%
+7,483
+0.00%
$7.87
42.43% $4.53
0.00%
MLHR
+16.51%
+2,780
+0.00%
$22.22
73.97% $38.66
0.00%
CBRE
+16.23%
+2,420
+0.00%
$37.71
268.93% $139.13
0.01%
CCK
+15.75%
+3,310
+0.00%
$58.04
79.87% $104.39
0.02%
ACN
+15.15%
+177,232
+0.56%
$163.26
84.20% $300.72
4.28%
BR
+14.63%
+128,403
+0.26%
$94.83
154.98% $241.80
2.02%
UPS
+12.42%
+255,424
+0.35%
$93.42
7.71% $100.62
3.18%
VFC
+12.23%
+303,241
+0.25%
$54.08
78.38% $11.69
2.26%
MMM
+11.55%
+209,772
+0.54%
$136.51
9.79% $149.87
5.25%
GIS
+11.07%
+569,265
+0.34%
$52.77
1.21% $53.41
3.38%
INTU
+10.99%
+106,847
+0.28%
$230.00
230.01% $759.03
2.78%
JNJ
+10.96%
+426,660
+0.63%
$131.13
16.06% $152.19
6.34%
CTSH
+10.59%
+506,915
+0.26%
$46.47
66.97% $77.59
2.75%
PEP
+10.15%
+486,408
+0.65%
$120.10
9.12% $131.05
7.10%
PFE
+9.84%
+873,732
+0.32%
$32.64
25.52% $24.31
3.56%
GPC
+8.41%
+1,150
+0.00%
$67.34
79.98% $121.20
0.01%
BDX
+6.71%
+91,673
+0.43%
$229.77
25.33% $171.57
6.88%
CL
+2.52%
+2,758
+0.00%
$66.36
32.88% $88.18
0.08%
UTX
+1.80%
+71,240
+0.08%
$94.33
-
0.00%
UNH
+1.71%
+25,495
+0.07%
$249.38
22.55% $305.62
4.23%
OMC
+1.59%
+46,046
+0.03%
$54.90
32.02% $72.48
2.17%
LH
+1.21%
+100
+0.00%
$126.37
107.74% $262.53
0.01%
EMR
+0.47%
+13,930
+0.01%
$47.65
174.35% $130.73
1.60%
ABT
-0.61%
-695
-0.00%
$78.91
74.98% $138.08
0.10%
TROW
-0.90%
-233
-0.00%
$97.64
2.60% $95.10
0.04%
KO
-1.22%
-1,830
-0.00%
$44.25
58.66% $70.21
0.07%
RS
-4.46%
-360
-0.00%
$87.54
252.88% $308.90
0.01%
ADBE
-5.17%
-2,720
-0.01%
$318.24
20.14% $382.34
0.18%
CLX
-5.63%
-1,900
-0.00%
$173.26
29.57% $122.02
0.06%
MSFT
-5.64%
-252,402
-0.45%
$157.71
210.77% $490.11
7.46%
ON
-5.80%
-3,930
-0.00%
$12.45
335.53% $54.21
0.01%
BBY
-7.38%
-1,230
-0.00%
$57.03
20.70% $68.84
0.01%
AAPL
-7.45%
-477,944
-0.34%
$63.57
215.07% $200.30
4.23%
EHC
-10.34%
-2,502
-0.00%
$64.02
88.86% $120.92
0.02%
MIDD
-10.75%
-790
-0.00%
$56.87
151.79% $143.18
0.00%
PG
-10.98%
-64,714
-0.10%
$110.00
45.78% $160.36
0.80%
APH
-18.89%
-790,894
-0.14%
$9.11
951.60% $95.80
0.62%
CPB
-20.28%
-4,660
-0.00%
$46.18
30.34% $32.17
0.01%
SMG
-21.07%
-1,643
-0.00%
$102.39
37.58% $63.91
0.01%
KR
-26.14%
-9,930
-0.00%
$30.11
143.81% $73.42
0.01%
CTXS
-46.02%
-3,240
-0.01%
$141.58
26.61% $103.90
0.00%
ORCL
-48.39%
-3,086,599
-1.67%
$48.33
345.42% $215.27
1.78%
WU
-50.04%
-13,500
-0.00%
$18.10
52.71% $8.56
0.00%
LIN
-50.84%
-9,100
-0.02%
$172.95
167.79% $463.16
0.02%
ECL
-75.82%
-661,286
-1.15%
$155.83
71.24% $266.84
0.37%
WAT
-76.77%
-137,841
-0.39%
$182.05
90.49% $346.80
0.12%
ROK
-100.00%
-2,300
-0.01%
$202.61
60.88% $325.95
0.00%
SBUX
-100.00%
-2,300
-0.00%
$87.83
4.18% $91.50
0.00%
CHH
-100.00%
-9,520
-0.01%
$103.47
21.82% $126.04
0.00%
CBRL
-100.00%
-4,810
-0.01%
$153.64
60.54% $60.62
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.