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 (56 results)
ROK
buy
+4,730
+0.01%
$163.85
117.27% $356.00
0.01%
LH
buy
+2,709
+0.01%
$172.94
40.93% $243.72
0.01%
VFC
+75.85%
+641,800
+0.74%
$87.35
85.96% $12.26
1.70%
TDC
+67.15%
+10,220
+0.00%
$35.85
39.78% $21.59
0.01%
BR
+38.98%
+328,656
+0.48%
$127.68
87.27% $239.11
1.71%
UPS
+24.80%
+359,753
+0.48%
$103.27
3.92% $99.22
2.41%
UTX
+24.68%
+785,493
+1.17%
$130.20
-
5.90%
PFE
+24.62%
+1,267,287
+0.63%
$43.32
43.51% $24.47
3.17%
OMC
+23.74%
+645,094
+0.60%
$81.95
13.29% $71.06
3.14%
EMR
+23.66%
+667,979
+0.51%
$66.72
116.17% $144.23
2.66%
JNJ
+23.62%
+554,783
+0.88%
$139.28
17.53% $163.70
4.61%
CTSH
+23.10%
+514,020
+0.59%
$63.39
19.39% $75.68
3.17%
NKE
+22.64%
+433,645
+0.43%
$83.95
13.67% $72.47
2.31%
MMM
+15.77%
+228,352
+0.62%
$173.34
11.60% $153.23
4.54%
CTXS
+15.60%
+608
+0.00%
$98.15
5.85% $103.90
0.01%
CRI
+14.15%
+681
+0.00%
$97.50
68.80% $30.42
0.01%
UNH
+13.85%
+221,097
+0.62%
$244.01
15.84% $282.65
5.06%
NTAP
+11.56%
+1,550
+0.00%
$61.70
75.65% $108.37
0.01%
KR
+10.25%
+3,700
+0.00%
$21.70
228.94% $71.39
0.01%
AAPL
+8.72%
+504,228
+0.28%
$49.48
326.80% $211.18
3.55%
EHC
+7.87%
+1,600
+0.00%
$63.37
73.61% $110.01
0.02%
CBRE
+7.49%
+1,850
+0.00%
$51.32
171.78% $139.47
0.02%
BDX
+6.89%
+148,681
+0.43%
$252.01
29.03% $178.85
6.63%
ORCL
+6.36%
+457,595
+0.31%
$56.97
330.84% $245.45
5.18%
MSFT
+6.24%
+266,692
+0.41%
$133.96
280.75% $510.05
7.01%
PEP
+3.67%
+149,252
+0.24%
$131.13
9.24% $143.24
6.67%
GOOGL
+2.11%
+65,435
+0.06%
$54.14
241.82% $185.06
2.79%
ACN
+1.86%
+24,734
+0.07%
$184.77
52.86% $282.44
4.00%
TJX
+1.79%
+56,551
+0.03%
$52.88
131.03% $122.17
1.94%
TXN
+1.37%
+10,698
+0.01%
$114.76
88.76% $216.62
1.03%
WAT
+1.36%
+5,109
+0.01%
$215.24
33.59% $287.53
1.10%
EFX
-0.05%
-37
-0.00%
$135.24
94.54% $263.09
0.18%
CL
-0.36%
-400
-0.00%
$71.67
21.17% $86.84
0.09%
ADBE
-0.48%
-258
-0.00%
$294.65
24.15% $365.79
0.18%
ABBV
-0.78%
-200
-0.00%
$72.70
160.32% $189.26
0.02%
CLX
-0.79%
-275
-0.00%
$153.12
16.16% $128.37
0.06%
ADP
-0.82%
-654
-0.00%
$165.33
82.54% $301.79
0.22%
ABT
-1.01%
-1,205
-0.00%
$84.10
47.05% $123.67
0.11%
PG
-3.67%
-98,527
-0.12%
$109.65
41.45% $155.10
3.23%
SYK
-4.39%
-94,972
-0.22%
$205.58
89.42% $389.41
4.85%
LII
-7.87%
-340
-0.00%
$275.13
121.51% $609.43
0.01%
ON
-8.06%
-4,080
-0.00%
$20.21
200.45% $60.72
0.01%
TROW
-9.22%
-3,046
-0.00%
$109.70
3.58% $105.77
0.04%
VAR
-10.91%
-660
-0.00%
$136.18
-
0.01%
MLHR
-11.37%
-2,160
-0.00%
$44.72
13.54% $38.66
0.01%
WU
-11.99%
-4,860
-0.00%
$19.89
59.69% $8.02
0.01%
RS
-16.20%
-2,790
-0.00%
$94.64
255.25% $336.21
0.02%
ECL
-16.55%
-231,344
-0.88%
$197.44
36.12% $268.75
4.42%
MA
-17.29%
-163,007
-0.49%
$264.53
108.92% $552.66
2.35%
APH
-21.27%
-3,805,392
-0.52%
$11.99
761.71% $103.34
1.93%
INTU
-33.72%
-135,895
-0.76%
$261.33
188.00% $752.63
1.49%
FHI
-42.69%
-8,900
-0.00%
$32.47
45.71% $47.31
0.00%
CR
-44.29%
-2,177
-0.00%
$83.52
126.44% $189.12
0.00%
LIN
-99.17%
-1,129,010
-5.12%
$200.80
131.58% $465.01
0.04%
TPR
-100.00%
-9,885
-0.00%
$32.49
218.29% $103.42
0.00%
ZBH
-100.00%
-7,600
-0.01%
$127.76
27.06% $93.19
0.00%
56 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.