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 Q1 (65 results)
VFC
buy
+972,518
+1.01%
$86.91
86.02% $12.15
1.01%
BR
+8,174.36%
+832,967
+1.03%
$103.69
130.58% $239.09
1.04%
TSCO
+40.18%
+2,700
+0.00%
$97.77
48.82% $50.04
0.01%
MLHR
+26.67%
+4,000
+0.00%
$35.16
9.96% $38.66
0.01%
CTSH
+24.96%
+710,914
+0.61%
$72.45
10.41% $79.99
3.07%
GWW
+21.05%
+480
+0.00%
$301.09
259.16% $1,081.38
0.01%
HAS
+20.93%
+1,580
+0.00%
$84.99
22.02% $66.28
0.01%
MIDD
+19.05%
+1,290
+0.00%
$130.02
11.52% $145.01
0.01%
EHC
+18.62%
+3,190
+0.00%
$58.42
105.17% $119.85
0.01%
GIS
+18.20%
+3,760
+0.00%
$51.76
3.09% $53.36
0.02%
KR
+17.51%
+5,380
+0.00%
$24.59
180.18% $68.90
0.01%
MMM
+17.07%
+289,334
+0.72%
$207.78
28.10% $149.40
4.91%
TDC
+15.65%
+2,060
+0.00%
$43.63
49.98% $21.82
0.01%
BBY
+14.57%
+1,600
+0.00%
$71.07
1.29% $70.15
0.01%
EMN
+13.38%
+720
+0.00%
$75.90
7.35% $81.48
0.01%
ZBH
+11.60%
+790
+0.00%
$127.76
27.41% $92.74
0.00%
NTAP
+11.47%
+1,380
+0.00%
$69.35
43.57% $99.57
0.01%
CBRE
+9.92%
+2,230
+0.00%
$49.45
144.41% $120.87
0.01%
CTXS
+9.73%
+540
+0.00%
$99.67
4.24% $103.90
0.01%
GPC
+9.63%
+830
+0.00%
$112.06
11.62% $125.09
0.01%
LSTR
+8.31%
+680
+0.00%
$109.37
27.04% $138.94
0.01%
HSY
+8.29%
+640
+0.00%
$114.83
31.75% $151.29
0.01%
EXPD
+7.58%
+730
+0.00%
$75.87
49.56% $113.47
0.01%
PFE
+6.11%
+296,351
+0.15%
$42.47
45.75% $23.04
2.60%
UNH
+5.83%
+87,909
+0.26%
$247.26
22.54% $302.98
4.70%
BDX
+5.68%
+116,065
+0.34%
$249.73
30.67% $173.14
6.42%
UTX
+5.29%
+160,024
+0.25%
$128.89
-
4.88%
ACN
+5.13%
+90,918
+0.19%
$176.02
80.50% $317.72
3.90%
UPS
+5.11%
+79,709
+0.11%
$111.74
14.22% $95.85
2.18%
AAPL
+5.11%
+281,064
+0.16%
$47.49
325.56% $202.09
3.27%
ORCL
+5.07%
+361,790
+0.23%
$53.71
192.65% $157.18
4.79%
PEP
+4.98%
+204,099
+0.30%
$122.55
6.20% $130.15
6.27%
OMC
+4.87%
+126,091
+0.11%
$72.99
0.74% $73.53
2.36%
MSFT
+4.71%
+194,007
+0.27%
$117.94
283.73% $452.57
6.06%
EMR
+4.69%
+126,365
+0.10%
$68.47
69.64% $116.15
2.30%
TXN
+0.95%
+7,299
+0.01%
$106.07
74.81% $185.42
0.98%
JNJ
+0.61%
+14,174
+0.02%
$139.79
9.58% $153.18
3.91%
SYK
+0.24%
+5,184
+0.01%
$197.52
92.26% $379.75
5.09%
LIN
+0.18%
+4,084
+0.01%
$175.93
158.91% $455.50
4.72%
ECL
+0.08%
+1,881
+0.00%
$176.54
47.81% $260.95
4.94%
GOOGL
+0.01%
+380
+0.00%
$58.84
186.45% $168.56
3.10%
PG
-0.20%
-5,353
-0.01%
$104.05
58.99% $165.43
3.32%
MA
-0.21%
-1,941
-0.01%
$235.45
141.89% $569.54
2.64%
TJX
-0.28%
-8,883
-0.01%
$53.21
146.25% $131.03
2.00%
NKE
-0.28%
-5,580
-0.01%
$84.21
28.77% $59.98
1.97%
APH
-0.59%
-105,312
-0.01%
$11.81
625.88% $85.69
2.51%
CL
-0.73%
-830
-0.00%
$68.54
33.74% $91.67
0.09%
ADP
-0.95%
-1,110
-0.00%
$159.74
101.97% $322.63
0.22%
ABT
-0.96%
-1,150
-0.00%
$79.94
66.44% $133.05
0.11%
CLX
-1.03%
-360
-0.00%
$160.45
17.81% $131.87
0.07%
EFX
-1.34%
-1,610
-0.00%
$118.50
118.16% $258.52
0.17%
ADBE
-2.52%
-1,380
-0.00%
$266.48
55.37% $414.03
0.17%
ABBV
-5.88%
-1,600
-0.00%
$80.61
125.53% $181.80
0.02%
LII
-7.30%
-340
-0.00%
$264.35
115.60% $569.95
0.01%
VAR
-9.70%
-650
-0.00%
$141.65
-
0.01%
KO
-10.75%
-18,714
-0.01%
$46.86
53.32% $71.85
0.09%
WU
-10.84%
-4,930
-0.00%
$18.47
47.70% $9.66
0.01%
CR
-11.91%
-1,090
-0.00%
$84.62
101.67% $170.64
0.01%
ON
-14.26%
-8,420
-0.00%
$20.58
112.19% $43.66
0.01%
RS
-15.47%
-3,390
-0.00%
$90.27
232.09% $299.78
0.02%
INTU
-25.34%
-255,663
-0.80%
$261.41
152.47% $659.98
2.34%
HBI
-41.07%
-21,170
-0.00%
$17.87
71.69% $5.06
0.01%
WAT
-58.13%
-611,860
-1.83%
$251.71
38.00% $347.36
1.32%
SPY
-100.00%
-1,700
-0.01%
$250.00
133.19% $582.98
0.00%
HI
-100.00%
-11,420
-0.01%
$37.92
48.17% $19.65
0.00%
65 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.