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%).

2017 Q4 (60 results)
ON
buy
+21,600
+0.01%
$20.93
183.91% $59.41
0.01%
NTAP
buy
+11,700
+0.01%
$55.30
93.95% $107.25
0.01%
HAS
buy
+5,350
+0.01%
$90.84
15.03% $77.19
0.01%
FHI
buy
+6,215
+0.01%
$36.07
30.46% $47.06
0.01%
AMG
buy
+1,337
+0.00%
$205.49
2.54% $210.72
0.00%
CBRE
buy
+10,600
+0.01%
$43.30
220.47% $138.77
0.01%
HBI
buy
+26,000
+0.01%
$20.92
78.21% $4.56
0.01%
TPR
buy
+12,660
+0.01%
$44.23
130.95% $102.16
0.01%
EHC
buy
+15,300
+0.01%
$49.41
123.35% $110.36
0.01%
SMG
+166.42%
+4,410
+0.01%
$106.94
36.89% $67.49
0.01%
INTU
+31.27%
+126,575
+0.50%
$157.78
378.75% $755.37
2.10%
CTSH
+21.91%
+527,239
+0.48%
$71.02
6.39% $75.56
2.66%
CLX
+12.14%
+4,435
+0.01%
$148.73
13.09% $129.26
0.08%
PEP
+5.16%
+174,489
+0.29%
$119.92
21.28% $145.44
5.92%
PX
+0.61%
+15,176
+0.03%
$154.68
92.36% $11.82
4.94%
ECL
+0.53%
+7,841
+0.02%
$134.18
100.48% $269.01
4.34%
OMC
+0.42%
+16,868
+0.02%
$72.83
2.70% $70.86
3.74%
TJX
+0.37%
+20,605
+0.01%
$38.23
219.56% $122.17
3.18%
KO
+0.35%
+6,618
+0.01%
$45.88
53.86% $70.59
1.74%
PG
+0.34%
+10,025
+0.01%
$91.88
69.37% $155.62
3.50%
UPS
+0.33%
+5,301
+0.01%
$119.15
16.49% $99.50
2.46%
UTX
+0.32%
+8,442
+0.02%
$127.57
-
5.10%
EMR
+0.32%
+8,986
+0.01%
$69.69
107.19% $144.39
2.50%
NKE
+0.29%
+11,351
+0.01%
$62.55
16.67% $72.98
3.09%
SYK
+0.26%
+5,768
+0.01%
$154.84
151.16% $388.90
4.90%
GOOGL
+0.09%
+4,080
+0.00%
$52.67
248.55% $183.58
3.02%
BR
-0.00%
-49
-0.00%
$90.58
161.86% $237.19
1.19%
MSFT
-0.01%
-505
-0.00%
$85.54
498.20% $511.70
5.96%
AAPL
-0.03%
-1,270
-0.00%
$42.31
396.41% $210.02
2.79%
MA
-0.04%
-537
-0.00%
$151.36
267.08% $555.61
2.93%
ORCL
-0.05%
-3,757
-0.00%
$47.28
426.12% $248.75
4.44%
UNH
-0.08%
-1,370
-0.00%
$220.46
30.67% $288.07
4.66%
JNJ
-0.09%
-2,320
-0.00%
$139.72
16.65% $162.98
4.37%
APH
-0.13%
-23,568
-0.00%
$10.98
829.02% $101.96
2.60%
ADBE
-0.63%
-400
-0.00%
$175.23
109.12% $366.45
0.14%
TROW
-0.71%
-268
-0.00%
$104.93
1.41% $106.41
0.05%
CL
-0.79%
-970
-0.00%
$75.45
15.63% $87.24
0.12%
ABBV
-0.94%
-202
-0.00%
$96.70
97.93% $191.40
0.04%
ABT
-0.95%
-1,190
-0.00%
$57.07
111.16% $120.51
0.09%
PAYX
-1.12%
-120
-0.00%
$68.05
110.56% $143.29
0.01%
DWDP
-1.28%
-70
-0.00%
$71.26
-
0.01%
ADP
-1.56%
-1,978
-0.00%
$117.19
157.81% $302.12
0.19%
EFX
-2.51%
-3,307
-0.00%
$117.92
121.69% $261.42
0.19%
MDT
-3.25%
-228
-0.00%
$80.71
10.93% $89.53
0.01%
BDX
-6.94%
-163,819
-0.45%
$214.06
15.49% $180.90
6.00%
ACN
-11.61%
-261,023
-0.51%
$153.09
84.66% $282.70
3.88%
WAT
-16.29%
-195,566
-0.48%
$193.19
53.69% $296.92
2.48%
VAR
-18.91%
-1,698
-0.00%
$111.13
-
0.01%
VFC
-19.89%
-2,450
-0.00%
$73.96
83.38% $12.29
0.01%
MMM
-29.57%
-577,692
-1.74%
$235.37
32.43% $159.04
4.13%
GWW
-36.18%
-1,035
-0.00%
$236.16
332.83% $1,022.17
0.01%
9999945D
-48.54%
-1,204
-0.00%
$203.10
-
0.00%
DVA
-50.00%
-4,870
-0.00%
$72.28
98.37% $143.38
0.00%
COL
-50.39%
-1,940
-0.00%
$135.60
4.01% $141.04
0.00%
COH
-100.00%
-7,722
-0.01%
$40.28
-
0.00%
WDR
-100.00%
-30,540
-0.01%
$20.07
-
0.00%
MAR
-100.00%
-5,136
-0.01%
$110.28
146.28% $271.60
0.00%
YUM
-100.00%
-9,710
-0.01%
$73.64
101.10% $148.08
0.00%
PBI
-100.00%
-28,593
-0.01%
$14.01
15.97% $11.77
0.00%
PII
-100.00%
-3,670
-0.00%
$104.63
55.09% $46.99
0.00%
60 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.