Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q3 2017)

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 Sep 30, 2017. 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 2017, the filing reported:

New Buys - Intuit Inc., Koppers Holdings Inc., Scotts Miracle-Gro Company (The, Tractor Supply Company

Increases - Broadridge Financial Solutions,, Cracker Barrel Old Country Stor, Genuine Parts Company, Landstar System, Inc., Omnicom Group Inc., and 4 more

Reductions - Apple Inc., AbbVie Inc., Abbott Laboratories, Accenture plc, Adobe Inc., and 26 more

Complete Exits - Ziff Davis, Inc.

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
Q3 2017	AAPL Apple Inc.	Apple Inc.	Sell	-6,655	-0.5%	$199.21K	1,292,536
Q3 2017	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-1,450	-4.8%	$2.56K	28,770
Q3 2017	ABT Abbott Laboratories	Abbott Laboratories	Sell	-7,026	-5.3%	$6.69K	125,424
Q3 2017	ACN Accenture plc	Accenture plc	Sell	-14,180	-0.6%	$303.72K	2,248,602
Q3 2017	ADBE Adobe Inc.	Adobe Inc.	Sell	-721	-1.1%	$9.54K	63,949
Q3 2017	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-1,784,778	-93.4%	$13.83K	126,548
Q3 2017	APH Amphenol Corporation	Amphenol Corporation	Sell	-14,260	-0.6%	$196.81K	2,325,249
Q3 2017	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-12,919	-0.5%	$462.71K	2,361,387
Q3 2017	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Buy	+765	+0.1%	$83.38K	1,031,714
Q3 2017	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Buy	+540	+13.9%	$670.00	4,420
Q3 2017	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell	-6,650	-5.1%	$8.94K	122,644
Q3 2017	CLX Clorox Company (The)	Clorox Company (The)	Sell	-6,000	-14.1%	$4.82K	36,525
Q3 2017	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-13,260	-0.5%	$174.53K	2,406,046
Q3 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-18,860	-0.7%	$324.30K	2,521,580
Q3 2017	EFX Equifax, Inc.	Equifax, Inc.	Sell	-3,876	-2.9%	$13.95K	131,590
Q3 2017	EMR Emerson Electric Company	Emerson Electric Company	Sell	-12,990	-0.5%	$175.73K	2,796,477
Q3 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,520	-0.7%	$218.67K	224,573
Q3 2017	GPC Genuine Parts Company	Genuine Parts Company	Buy	+990	+20.0%	$569.00	5,950
Q3 2017	INTU Intuit Inc.	Intuit Inc.	Buy - Position Entry	+793,660	-	$112.81K	793,660
Q3 2017	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-14,275	-0.6%	$318.59K	2,450,538
Q3 2017	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-10,430	-0.4%	$133.12K	2,957,548
Q3 2017	KOP Koppers Holdings Inc.	Koppers Holdings Inc.	Buy - Position Entry	+10,800	-	$498.00	10,800
Q3 2017	KR Kroger Company (The)	Kroger Company (The)	Sell	-800	-6.3%	$239.00	11,890
Q3 2017	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+1,020	+17.4%	$687.00	6,890
Q3 2017	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-9,230	-0.6%	$214.52K	1,519,243
Q3 2017	MDT Medtronic	Medtronic	Sell	-1,340	-16.0%	$546.00	7,018
Q3 2017	MMM 3M Company	3M Company	Sell	-9,690	-0.5%	$410.11K	1,953,839
Q3 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-33,665	-0.6%	$406.91K	5,462,666
Q3 2017	NKE Nike, Inc.	Nike, Inc.	Sell	-15,170	-0.4%	$200.40K	3,864,984
Q3 2017	OMC Omnicom Group Inc.	Omnicom Group Inc.	Buy	+509,685	+14.6%	$296.90K	4,008,440

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