Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 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 Q2 2019, the filing reported:
New Buys - Rockwell Automation, Inc.
Increases - Apple Inc., Accenture plc, Becton, Dickinson and Company, Broadridge Financial Solutions,, CBRE Group Inc, and 22 more
Reductions - AbbVie Inc., Abbott Laboratories, Adobe Inc., Automatic Data Processing, Inc., Amphenol Corporation, and 15 more
Complete Exits - Tapestry, Inc., Zimmer Biomet Holdings, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2019
|
AAPL
Apple Inc.
|
Buy |
+126,057
|
|
Q2 2019
|
ABBV
AbbVie Inc.
|
Sell |
-200
|
|
Q2 2019
|
ABT
Abbott Laboratories
|
Sell |
-1,205
|
|
Q2 2019
|
ACN
Accenture plc
|
Buy |
+34,594
|
|
Q2 2019
|
ADBE
Adobe Inc.
|
Sell |
-258
|
|
Q2 2019
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-955
|
|
Q2 2019
|
APH
Amphenol Corporation
|
Sell |
-475,674
|
|
Q2 2019
|
BDX
Becton, Dickinson and Company
|
Buy |
+148,681
|
|
Q2 2019
|
BR
Broadridge Financial Solutions,
|
Buy |
+328,656
|
|
Q2 2019
|
CBRE
CBRE Group Inc
|
Buy |
+1,850
|
|
Q2 2019
|
CL
Colgate-Palmolive Company
|
Sell |
-400
|
|
Q2 2019
|
CLX
Clorox Company (The)
|
Sell |
-275
|
|
Q2 2019
|
CRI
Carter's, Inc.
|
Buy |
+1,040
|
|
Q2 2019
|
CTSH
Cognizant Technology Solutions
|
Buy |
+822,432
|
|
Q2 2019
|
ECL
Ecolab Inc.
|
Sell |
-388,814
|
|
Q2 2019
|
EFX
Equifax, Inc.
|
Sell |
-65
|
|
Q2 2019
|
EHC
Encompass Health Corporation
|
Buy |
+1,600
|
|
Q2 2019
|
EMR
Emerson Electric Company
|
Buy |
+667,979
|
|
Q2 2019
|
FHI
Federated Hermes, Inc.
|
Sell |
-8,900
|
|
Q2 2019
|
GOOGL
Alphabet Inc.
|
Buy |
+4,674
|
|
Q2 2019
|
INTU
Intuit Inc.
|
Sell |
-254,010
|
|
Q2 2019
|
JNJ
Johnson & Johnson
|
Buy |
+554,783
|
|
Q2 2019
|
KR
Kroger Company (The)
|
Buy |
+3,700
|
|
Q2 2019
|
LII
Lennox International, Inc.
|
Sell |
-340
|
|
Q2 2019
|
MA
Mastercard Incorporated
|
Sell |
-163,007
|
|
Q2 2019
|
MLKN
MillerKnoll, Inc.
|
Sell |
-2,160
|
|
Q2 2019
|
MMM
3M Company
|
Buy |
+312,811
|
|
Q2 2019
|
MSFT
Microsoft Corporation
|
Buy |
+269,386
|
|
Q2 2019
|
NKE
Nike, Inc.
|
Buy |
+444,765
|
|
Q2 2019
|
NTAP
NetApp, Inc.
|
Buy |
+1,550
|
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