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
+739,113
+1.01%
$86.91
85.89% $12.26
1.01%
BR
+8,174.36%
+832,967
+1.03%
$103.69
130.60% $239.11
1.04%
TSCO
+40.18%
+2,700
+0.00%
$97.77
42.13% $56.58
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
4.46% $75.68
3.07%
GWW
+21.05%
+480
+0.00%
$301.09
241.55% $1,028.35
0.01%
HAS
+20.93%
+1,580
+0.00%
$84.99
8.45% $77.81
0.01%
MIDD
+19.05%
+1,290
+0.00%
$130.02
12.66% $146.48
0.01%
EHC
+18.62%
+3,094
+0.00%
$58.42
88.32% $110.01
0.01%
GIS
+18.20%
+3,760
+0.00%
$51.76
3.21% $50.10
0.02%
KR
+17.51%
+4,895
+0.00%
$24.59
190.30% $71.39
0.01%
MMM
+17.07%
+289,334
+0.72%
$207.78
26.25% $153.23
4.91%
TDC
+15.65%
+2,060
+0.00%
$43.63
50.51% $21.59
0.01%
BBY
+14.57%
+896
+0.00%
$71.07
4.95% $67.55
0.01%
EMN
+13.38%
+709
+0.00%
$75.90
2.44% $77.75
0.01%
ZBH
+11.60%
+790
+0.00%
$127.76
27.06% $93.19
0.00%
NTAP
+11.47%
+1,380
+0.00%
$69.35
56.26% $108.37
0.01%
CBRE
+9.92%
+2,230
+0.00%
$49.45
182.02% $139.47
0.01%
CTXS
+9.73%
+540
+0.00%
$99.67
4.24% $103.90
0.01%
GPC
+9.63%
+830
+0.00%
$112.06
9.68% $122.91
0.01%
LSTR
+8.31%
+680
+0.00%
$109.37
24.60% $136.27
0.01%
HSY
+8.29%
+592
+0.00%
$114.83
49.17% $171.29
0.01%
EXPD
+7.58%
+730
+0.00%
$75.87
47.19% $111.67
0.01%
PFE
+6.11%
+296,351
+0.15%
$42.47
42.38% $24.47
2.60%
UNH
+5.83%
+87,909
+0.26%
$247.26
14.31% $282.65
4.70%
BDX
+5.68%
+116,065
+0.34%
$249.73
28.38% $178.85
6.42%
UTX
+5.29%
+160,024
+0.25%
$128.89
-
4.88%
ACN
+5.13%
+90,918
+0.19%
$176.02
60.46% $282.44
3.90%
UPS
+5.11%
+61,774
+0.11%
$111.74
11.20% $99.22
2.18%
AAPL
+5.11%
+161,611
+0.16%
$47.49
344.71% $211.18
3.27%
ORCL
+5.07%
+307,521
+0.23%
$53.71
356.99% $245.45
4.79%
PEP
+4.98%
+170,422
+0.30%
$122.55
16.88% $143.24
6.27%
OMC
+4.87%
+126,091
+0.11%
$72.99
2.64% $71.06
2.36%
MSFT
+4.71%
+170,726
+0.27%
$117.94
332.47% $510.05
6.06%
EMR
+4.69%
+126,365
+0.10%
$68.47
110.65% $144.23
2.30%
TXN
+0.95%
+7,299
+0.01%
$106.07
104.22% $216.62
0.98%
JNJ
+0.61%
+14,174
+0.02%
$139.79
17.10% $163.70
3.91%
SYK
+0.24%
+5,184
+0.01%
$197.52
97.15% $389.41
5.09%
LIN
+0.18%
+3,655
+0.01%
$175.93
164.32% $465.01
4.72%
ECL
+0.08%
+1,881
+0.00%
$176.54
52.23% $268.75
4.94%
GOOGL
+0.01%
+380
+0.00%
$58.84
214.49% $185.06
3.10%
PG
-0.20%
-5,353
-0.01%
$104.05
49.06% $155.10
3.32%
MA
-0.21%
-1,941
-0.01%
$235.45
134.73% $552.66
2.64%
TJX
-0.28%
-8,883
-0.01%
$53.21
129.60% $122.17
2.00%
NKE
-0.28%
-4,826
-0.01%
$84.21
13.94% $72.47
1.97%
APH
-0.59%
-105,312
-0.01%
$11.81
775.39% $103.34
2.51%
CL
-0.73%
-830
-0.00%
$68.54
26.70% $86.84
0.09%
ADP
-0.95%
-1,110
-0.00%
$159.74
88.92% $301.79
0.22%
ABT
-0.96%
-1,150
-0.00%
$79.94
54.71% $123.67
0.11%
CLX
-1.03%
-360
-0.00%
$160.45
20.00% $128.37
0.07%
EFX
-1.34%
-1,610
-0.00%
$118.50
122.02% $263.09
0.17%
ADBE
-2.52%
-1,380
-0.00%
$266.48
37.27% $365.79
0.17%
ABBV
-5.88%
-968
-0.00%
$80.61
134.79% $189.26
0.02%
LII
-7.30%
-340
-0.00%
$264.35
130.54% $609.43
0.01%
VAR
-9.70%
-650
-0.00%
$141.65
-
0.01%
KO
-10.75%
-9,637
-0.01%
$46.86
49.06% $69.85
0.09%
WU
-10.84%
-4,930
-0.00%
$18.47
56.58% $8.02
0.01%
CR
-11.91%
-1,090
-0.00%
$84.62
123.51% $189.12
0.01%
ON
-14.26%
-8,420
-0.00%
$20.58
195.10% $60.72
0.01%
RS
-15.47%
-2,779
-0.00%
$90.27
272.45% $336.21
0.02%
INTU
-25.34%
-255,663
-0.80%
$261.41
187.91% $752.63
2.34%
HBI
-41.07%
-19,899
-0.00%
$17.87
74.77% $4.51
0.01%
WAT
-58.13%
-455,835
-1.83%
$251.71
14.23% $287.53
1.32%
HI
-100.00%
-11,420
-0.01%
$37.92
43.59% $21.39
0.00%
SPY
-100.00%
-1,700
-0.01%
$250.00
151.03% $627.58
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.