- Portfolio
- Activity
Eric H. Schoenstein Holdings Activity
Jensen Investment Management Portfolio 13F
Jensen Investment Management has disclosed a total of 67 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 11, bought 5 totally new, decreased the number of shares of 48 and completely sold out 3 position(s).
What stocks is Eric H. Schoenstein buying now?
In the recent quarter Eric H. Schoenstein has bought 16 securities out of which top 5 purchases (by % change to portfolio) are (ZTS) ZOETIS INC (new buy), (MCD) MCDONALD'S CORP (new buy), (MMC) MARSH & MCLENNAN COS (added shares +8.04%), (K) KELLOGG CO (new buy) and (MSCI) MSCI INC (new buy).
What does Eric H. Schoenstein invest in?
Eric H. Schoenstein's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (7.53%), (GOOGL) ALPHABET INC-CL A (6.68%), (ACN) ACCENTURE PLC-CL A (6.4%), (SYK) STRYKER CORP (5.78%) and (INTU) INTUIT INC (5.43%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (reduced shares -9.12%), (GOOGL) ALPHABET INC-CL A (reduced shares -7.89%), (ACN) ACCENTURE PLC-CL A (reduced shares -0.43%), (SYK) STRYKER CORP (reduced shares -8.38%) and (INTU) INTUIT INC (reduced shares -0.44%).
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.