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 Q3 (49 results)
INTU
buy
+793,660
+1.52%
$142.14
365.25% $661.31
1.52%
TSCO
buy
+5,910
+0.01%
$63.28
17.56% $52.17
0.01%
SMG
buy
+2,650
+0.00%
$97.36
37.26% $61.08
0.00%
DWDP
buy
+9,226
+0.01%
$69.26
-
0.01%
KOP
buy
+10,800
+0.01%
$46.11
31.86% $31.42
0.01%
WU
+45.74%
+13,110
+0.00%
$19.20
49.06% $9.78
0.01%
GPC
+19.96%
+990
+0.00%
$95.63
33.31% $127.48
0.01%
LSTR
+17.38%
+1,020
+0.00%
$99.71
45.01% $144.59
0.01%
ORCL
+16.60%
+1,048,890
+0.69%
$48.35
229.68% $159.40
4.81%
OMC
+14.57%
+509,685
+0.51%
$74.07
3.00% $76.29
4.01%
CBRL
+13.92%
+540
+0.00%
$151.58
62.23% $57.25
0.01%
SYK
+11.33%
+251,685
+0.48%
$142.02
176.16% $392.20
4.74%
BR
+0.07%
+765
+0.00%
$80.82
197.35% $240.32
1.13%
UPS
-0.31%
-4,950
-0.01%
$120.09
16.44% $100.35
2.61%
KO
-0.35%
-10,430
-0.01%
$45.01
59.10% $71.61
1.80%
PEP
-0.39%
-14,549
-0.02%
$111.43
18.01% $131.50
5.53%
NKE
-0.39%
-15,170
-0.01%
$51.85
20.35% $62.40
2.71%
UTX
-0.42%
-13,015
-0.02%
$116.08
-
4.89%
TJX
-0.43%
-27,730
-0.01%
$36.87
260.88% $133.04
3.23%
PG
-0.44%
-13,190
-0.02%
$90.98
78.51% $162.41
3.65%
WAT
-0.45%
-5,460
-0.01%
$179.52
95.86% $351.60
2.91%
EMR
-0.46%
-12,990
-0.01%
$62.84
91.36% $120.25
2.37%
MMM
-0.49%
-9,690
-0.03%
$209.90
29.14% $148.74
5.54%
AAPL
-0.51%
-26,620
-0.01%
$38.53
448.79% $211.45
2.69%
BDX
-0.54%
-12,919
-0.03%
$195.95
12.08% $172.27
6.25%
CTSH
-0.55%
-13,260
-0.01%
$72.54
12.16% $81.36
2.36%
JNJ
-0.58%
-14,275
-0.03%
$130.01
15.08% $149.61
4.30%
MA
-0.60%
-9,230
-0.02%
$141.20
312.32% $582.20
2.90%
APH
-0.61%
-114,080
-0.02%
$10.58
712.57% $85.97
2.66%
MSFT
-0.61%
-33,665
-0.03%
$74.49
508.31% $453.13
5.50%
ACN
-0.63%
-14,180
-0.03%
$135.07
139.29% $323.21
4.10%
GOOGL
-0.67%
-30,400
-0.02%
$48.69
236.77% $163.96
2.95%
ECL
-0.74%
-18,860
-0.03%
$128.61
98.98% $255.91
4.38%
PX
-0.76%
-18,990
-0.04%
$139.74
91.27% $12.20
4.69%
ADBE
-1.11%
-721
-0.00%
$149.18
171.27% $404.69
0.13%
EFX
-2.86%
-3,876
-0.01%
$105.99
159.61% $275.16
0.19%
ABBV
-4.80%
-1,450
-0.00%
$88.88
104.42% $181.68
0.03%
CL
-5.14%
-6,650
-0.01%
$72.85
23.03% $89.63
0.12%
ABT
-5.30%
-7,026
-0.01%
$53.36
149.89% $133.35
0.09%
KR
-6.30%
-800
-0.00%
$20.10
236.30% $67.60
0.00%
UNH
-11.54%
-216,200
-0.57%
$195.85
40.08% $274.35
4.39%
CLX
-14.11%
-6,000
-0.01%
$131.91
2.34% $134.99
0.07%
MDT
-16.03%
-1,340
-0.00%
$77.80
10.68% $86.11
0.01%
PII
-32.91%
-1,800
-0.00%
$104.63
63.43% $38.26
0.00%
COL
-45.70%
-3,240
-0.01%
$130.65
-
0.01%
SAM
-49.85%
-1,700
-0.00%
$156.14
57.24% $245.52
0.00%
ADP
-93.38%
-1,784,778
-2.64%
$109.32
188.93% $315.85
0.19%
JCOM
-100.00%
-6,490
-0.01%
$85.05
67.94% $142.84
0.00%
1715651D
-100.00%
-10,947
-0.01%
$80.75
-
0.00%
49 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.