Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q1 2019)

According to the SEC 13F filed on Aug 07, 2026, the Jensen Investment Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2019, the filing reported:

New Buys - V.F. Corporation

Increases - Apple Inc., Accenture plc, Best Buy Co., Inc., Becton, Dickinson and Company, Broadridge Financial Solutions,, and 32 more

Reductions - AbbVie Inc., Abbott Laboratories, Adobe Inc., Automatic Data Processing, Inc., Amphenol Corporation, and 15 more

Complete Exits - Hillenbrand Inc, SPDR S&P 500

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	AAPL Apple Inc.	Apple Inc.	Buy	+70,266	+5.1%	$274.69K	1,446,090
Q1 2019	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-1,600	-5.9%	$2.06K	25,605
Q1 2019	ABT Abbott Laboratories	Abbott Laboratories	Sell	-1,150	-1.0%	$9.51K	118,907
Q1 2019	ACN Accenture plc	Accenture plc	Buy	+90,918	+5.1%	$327.97K	1,863,242
Q1 2019	ADBE Adobe Inc.	Adobe Inc.	Sell	-1,380	-2.5%	$14.22K	53,369
Q1 2019	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-1,110	-0.9%	$18.55K	116,130
Q1 2019	APH Amphenol Corporation	Amphenol Corporation	Sell	-13,164	-0.6%	$211.24K	2,236,777
Q1 2019	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Buy	+1,600	+14.6%	$894.00	12,580
Q1 2019	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+116,065	+5.7%	$538.98K	2,158,255
Q1 2019	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Buy	+832,967	+8174.4%	$87.43K	843,157
Q1 2019	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+2,230	+9.9%	$1.22K	24,710
Q1 2019	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell	-830	-0.7%	$7.71K	112,559
Q1 2019	CLX Clorox Company (The)	Clorox Company (The)	Sell	-360	-1.0%	$5.58K	34,745
Q1 2019	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Buy	+710,914	+25.0%	$257.90K	3,559,654
Q1 2019	ECL Ecolab Inc.	Ecolab Inc.	Buy	+1,881	+0.1%	$414.65K	2,348,752
Q1 2019	EFX Equifax, Inc.	Equifax, Inc.	Sell	-1,610	-1.3%	$14.08K	118,810
Q1 2019	EHC Encompass Health Corporation	Encompass Health Corporation	Buy	+3,190	+18.6%	$1.19K	20,320
Q1 2019	EMN Eastman Chemical Company	Eastman Chemical Company	Buy	+720	+13.4%	$463.00	6,100
Q1 2019	EMR Emerson Electric Company	Emerson Electric Company	Buy	+126,365	+4.7%	$193.29K	2,823,019
Q1 2019	EXPD Expeditors International of Was	Expeditors International of Was	Buy	+730	+7.6%	$786.00	10,360
Q1 2019	GIS General Mills, Inc.	General Mills, Inc.	Buy	+3,760	+18.2%	$1.26K	24,420
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+19	+0.0%	$260.57K	221,405
Q1 2019	GPC Genuine Parts Company	Genuine Parts Company	Buy	+830	+9.6%	$1.06K	9,450
Q1 2019	GWW W.W. Grainger, Inc.	W.W. Grainger, Inc.	Buy	+480	+21.1%	$831.00	2,760
Q1 2019	HAS Hasbro, Inc.	Hasbro, Inc.	Buy	+1,580	+20.9%	$776.00	9,130
Q1 2019	HBI Hanesbrands Inc.	Hanesbrands Inc.	Sell	-21,170	-41.1%	$543.00	30,380
Q1 2019	HI Hillenbrand Inc	Hillenbrand Inc	Sell - Position Exit	-11,420	-100.0%	$0.00	-
Q1 2019	HSY The Hershey Company	The Hershey Company	Buy	+640	+8.3%	$960.00	8,360
Q1 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-255,663	-25.3%	$196.90K	753,225
Q1 2019	JNJ Johnson & Johnson	Johnson & Johnson	Buy	+14,174	+0.6%	$328.35K	2,348,877

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