Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, 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 2020, the filing reported:

New Buys - Church & Dwight Company, Inc., Copart, Inc.

Increases - Accenture plc, Automatic Data Processing, Inc., Becton, Dickinson and Company, Broadridge Financial Solutions,, CBRE Group Inc, and 28 more

Reductions - Apple Inc., Abbott Laboratories, Adobe Inc., Amphenol Corporation, Best Buy Co., Inc., and 16 more

Complete Exits - Cracker Barrel Old Country Stor, Choice Hotels International, In, Rockwell Automation, Inc., Starbucks Corporation

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 2020	AAPL Apple Inc.	Apple Inc.	Sell	-119,486	-7.5%	$377.37K	1,484,004
Q1 2020	ABT Abbott Laboratories	Abbott Laboratories	Sell	-695	-0.6%	$9.01K	114,175
Q1 2020	ACN Accenture plc	Accenture plc	Buy	+308,230	+15.1%	$382.50K	2,342,903
Q1 2020	ADBE Adobe Inc.	Adobe Inc.	Sell	-2,720	-5.2%	$15.89K	49,922
Q1 2020	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+1,279,455	+1123.6%	$190.44K	1,393,325
Q1 2020	APH Amphenol Corporation	Amphenol Corporation	Sell	-176,539	-18.9%	$55.24K	758,033
Q1 2020	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Sell	-1,230	-7.4%	$880.00	15,430
Q1 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+168,209	+6.7%	$614.54K	2,674,584
Q1 2020	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Buy	+242,270	+14.6%	$180.00K	1,898,168
Q1 2020	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+4,700	+16.2%	$1.27K	33,650
Q1 2020	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Sell - Position Exit	-4,810	-100.0%	$0.00	-
Q1 2020	CCK Crown Holdings, Inc.	Crown Holdings, Inc.	Buy	+3,310	+15.7%	$1.41K	24,330
Q1 2020	CHD Church & Dwight Company, Inc.	Church & Dwight Company, Inc.	Buy - Position Entry	+5,180	-	$332.00	5,180
Q1 2020	CHH Choice Hotels International, In	Choice Hotels International, In	Sell - Position Exit	-9,520	-100.0%	$0.00	-
Q1 2020	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Buy	+2,800	+2.5%	$7.54K	113,699
Q1 2020	CLX Clorox Company (The)	Clorox Company (The)	Sell	-1,900	-5.6%	$5.51K	31,820
Q1 2020	CPB The Campbell's Company	The Campbell's Company	Sell	-4,660	-20.3%	$846.00	18,320
Q1 2020	CPRT Copart, Inc.	Copart, Inc.	Buy - Position Entry	+5,070	-	$347.00	5,070
Q1 2020	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Buy	+506,915	+10.6%	$245.91K	5,291,716
Q1 2020	DCI Donaldson Company, Inc.	Donaldson Company, Inc.	Buy	+4,260	+51.6%	$483.00	12,510
Q1 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-661,286	-75.8%	$32.86K	210,852
Q1 2020	EFX Equifax, Inc.	Equifax, Inc.	Buy	+503,943	+430.4%	$74.18K	621,043
Q1 2020	EHC Encompass Health Corporation	Encompass Health Corporation	Sell	-2,620	-10.3%	$1.45K	22,710
Q1 2020	EMR Emerson Electric Company	Emerson Electric Company	Buy	+13,930	+0.5%	$142.70K	2,994,710
Q1 2020	FFIV F5, Inc.	F5, Inc.	Buy	+900	+18.7%	$610.00	5,720
Q1 2020	GIS General Mills, Inc.	General Mills, Inc.	Buy	+569,265	+11.1%	$301.44K	5,712,265
Q1 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+93,295	+28.1%	$494.36K	425,460
Q1 2020	GPC Genuine Parts Company	Genuine Parts Company	Buy	+1,150	+8.4%	$998.00	14,820
Q1 2020	HBI Hanesbrands Inc.	Hanesbrands Inc.	Buy	+8,090	+18.3%	$412.00	52,360
Q1 2020	INTU Intuit Inc.	Intuit Inc.	Buy	+106,847	+11.0%	$248.28K	1,079,482

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