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

As of Mar 31, 2019, the Jensen Investment Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 05, 2026. 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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