Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q3 2015)
As of Sep 30, 2015, 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 Q3 2015, the filing reported:
New Buys - Boeing Company (The), Choice Hotels International, In, Deckers Outdoor Corporation, Eastman Chemical Company, Edgewell Personal Care Company, and 6 more
Increases - Apple Inc., Amphenol Corporation, Baxter International Inc., Caterpillar, Inc., Colgate-Palmolive Company, and 23 more
Reductions - AbbVie Inc., Abbott Laboratories, Accenture plc, Adobe Inc., Automatic Data Processing, Inc., and 31 more
Complete Exits - Compass Minerals Intl Inc, Deere & Company, Energizer Holdings, Inc., Herbalife, Nordstrom, Inc., and 3 more
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 |
|---|---|---|---|
|
Q3 2015
|
AAPL
Apple Inc.
|
Buy |
+420
|
|
Q3 2015
|
ABBV
AbbVie Inc.
|
Sell |
-2,600
|
|
Q3 2015
|
ABT
Abbott Laboratories
|
Sell |
-13,613
|
|
Q3 2015
|
ACN
Accenture plc
|
Sell |
-402,520
|
|
Q3 2015
|
ADBE
Adobe Inc.
|
Sell |
-4,800
|
|
Q3 2015
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-1,300
|
|
Q3 2015
|
APH
Amphenol Corporation
|
Buy |
+31,320
|
|
Q3 2015
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+2,900
|
|
Q3 2015
|
BAX
Baxter International Inc.
|
Buy |
+4,070
|
|
Q3 2015
|
BBY
Best Buy Co., Inc.
|
Sell |
-320
|
|
Q3 2015
|
BDX
Becton, Dickinson and Company
|
Sell |
-175,075
|
|
Q3 2015
|
BKE
Buckle, Inc. (The)
|
Sell |
-970
|
|
Q3 2015
|
CAT
Caterpillar, Inc.
|
Buy |
+80
|
|
Q3 2015
|
CBRL
Cracker Barrel Old Country Stor
|
Sell |
-580
|
|
Q3 2015
|
CHH
Choice Hotels International, In
|
Buy - Position Entry |
+8,940
|
|
Q3 2015
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Sell |
-1,390
|
|
Q3 2015
|
CL
Colgate-Palmolive Company
|
Buy |
+19,790
|
|
Q3 2015
|
CLX
Clorox Company (The)
|
Sell |
-2,400
|
|
Q3 2015
|
CMP
Compass Minerals Intl Inc
|
Sell - Position Exit |
-5,740
|
|
Q3 2015
|
CPB
The Campbell's Company
|
Sell |
-1,810
|
|
Q3 2015
|
CSCO
Cisco Systems, Inc.
|
Sell |
-210
|
|
Q3 2015
|
CTSH
Cognizant Technology Solutions
|
Buy |
+15,280
|
|
Q3 2015
|
DE
Deere & Company
|
Sell - Position Exit |
-5,700
|
|
Q3 2015
|
DECK
Deckers Outdoor Corporation
|
Buy - Position Entry |
+5,990
|
|
Q3 2015
|
DLX
Deluxe Corporation
|
Sell |
-220
|
|
Q3 2015
|
EAT
Brinker International, Inc.
|
Sell |
-860
|
|
Q3 2015
|
ECL
Ecolab Inc.
|
Buy |
+11,930
|
|
Q3 2015
|
EFX
Equifax, Inc.
|
Sell |
-1,103,477
|
|
Q3 2015
|
EMN
Eastman Chemical Company
|
Buy - Position Entry |
+5,400
|
|
Q3 2015
|
EMR
Emerson Electric Company
|
Sell |
-534,525
|
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