Eric H. Schoenstein's Jensen Investment Management exited The Home Depot Inc (HD) during 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026, selling all 797 shares. The position had been worth about $281K at the prior quarter-end and carried 0.01% of the book. HD had been in the portfolio for 6 years, since the quarter ended September 30, 2020.
What did the 2026 Q3 filing report for HD?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 797 | 0 |
| Reported value | $281K | $0 |
| Portfolio weight | 0.01% | 0% |
| Held since | 2020 Q3 | sold out in 2026 Q3 |
| Quarters held | 24 |
What did Eric H. Schoenstein sell?
Eric H. Schoenstein sold 797 shares of HD between the quarter ended June 30, 2026 and September 30, 2026. The HD exit was the 60th largest of the quarter's 77 position changes by percent change to portfolio.
Where does HD sit in the Eric H. Schoenstein portfolio?
Before the sale, HD carried 0.01% of the Eric H. Schoenstein portfolio, below the fund's average stock position of 1%. The largest stock position is MSFT at 8.36%. Next come GOOGL at 7.02% and AMZN at 6.67%. The three largest stocks together are 22.05% of the book. Across the 2026 Q3 portfolio, Eric H. Schoenstein reported 85 stock positions, with 4 opened and 2 closed. The total portfolio value is about $3.19B, down 23% from the prior quarter.
How long has Eric H. Schoenstein held HD?
Eric H. Schoenstein held HD for 6 years, from the quarter ended September 30, 2020 to June 30, 2026. The weight peaked at 2.75% in 2023 Q4. Last quarter the fund had already cut the position by 45%, so the exit finishes a two-quarter unwind. Every reported trade is on the Eric H. Schoenstein HD trade history page.
FAQ
How many HD shares did Eric H. Schoenstein sell?
Eric H. Schoenstein sold all 797 shares of HD it reported a quarter earlier, worth about $281K.
When did Eric H. Schoenstein first buy HD?
Eric H. Schoenstein first reported HD in the quarter ended September 30, 2020.
How much of the Eric H. Schoenstein portfolio was HD?
HD was 0.01% of the Eric H. Schoenstein portfolio at the prior quarter-end, and 0% after the sale.