Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q2 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 Jun 30, 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 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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