Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q3 2020)

According to the SEC 13F filed on Nov 03, 2020, the Jensen Investment Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 2020, the filing reported:

New Buys - Home Depot, Inc. (The), Microchip Technology Incorporat, Maximus, Inc., Verisk Analytics, Inc., Waste Management, Inc.

Increases - Apple Inc., Accenture plc, Automatic Data Processing, Inc., Broadridge Financial Solutions,, CBRE Group Inc, and 33 more

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

Complete Exits - None reported

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 2020	AAPL Apple Inc.	Apple Inc.	Buy	+3,052,758	+205.7%	$525.38K	4,536,562
Q3 2020	ABT Abbott Laboratories	Abbott Laboratories	Sell	-4,900	-4.3%	$11.89K	109,275
Q3 2020	ACN Accenture plc	Accenture plc	Buy	+2,631	+0.1%	$530.89K	2,349,179
Q3 2020	ADBE Adobe Inc.	Adobe Inc.	Sell	-3,270	-6.6%	$22.88K	46,652
Q3 2020	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+410,732	+29.4%	$252.06K	1,807,026
Q3 2020	APH Amphenol Corporation	Amphenol Corporation	Sell	-6,165	-0.8%	$80.97K	747,828
Q3 2020	BBY Best Buy Co., Inc.	Best Buy Co., Inc.	Sell	-440	-2.8%	$1.68K	15,110
Q3 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-2,737	-0.1%	$621.00K	2,668,891
Q3 2020	BR Broadridge Financial Solutions,	Broadridge Financial Solutions,	Buy	+8,640	+0.5%	$252.10K	1,909,854
Q3 2020	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+4,770	+13.3%	$1.91K	40,670
Q3 2020	CCK Crown Holdings, Inc.	Crown Holdings, Inc.	Buy	+4,750	+17.8%	$2.41K	31,380
Q3 2020	CL Colgate-Palmolive Company	Colgate-Palmolive Company	Sell	-9,200	-8.1%	$8.06K	104,499
Q3 2020	CLX Clorox Company (The)	Clorox Company (The)	Sell	-2,820	-8.9%	$6.09K	29,000
Q3 2020	CPB The Campbell's Company	The Campbell's Company	Buy	+11,920	+51.0%	$1.71K	35,270
Q3 2020	CPRT Copart, Inc.	Copart, Inc.	Buy	+3,760	+26.3%	$1.90K	18,050
Q3 2020	CRI Carter's, Inc.	Carter's, Inc.	Buy	+1,570	+11.6%	$1.31K	15,090
Q3 2020	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Sell	-20	-0.0%	$366.87K	5,284,820
Q3 2020	DCI Donaldson Company, Inc.	Donaldson Company, Inc.	Buy	+12,010	+55.7%	$1.56K	33,570
Q3 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-1,560	-2.0%	$15.19K	75,992
Q3 2020	EFX Equifax, Inc.	Equifax, Inc.	Buy	+174,585	+13.0%	$238.79K	1,521,920
Q3 2020	EHC Encompass Health Corporation	Encompass Health Corporation	Buy	+9,450	+34.9%	$2.37K	36,530
Q3 2020	EMR Emerson Electric Company	Emerson Electric Company	Sell	-1,184,833	-90.8%	$7.90K	120,542
Q3 2020	EXPD Expeditors International of Was	Expeditors International of Was	Buy	+2,820	+15.1%	$1.95K	21,490
Q3 2020	FFIV F5, Inc.	F5, Inc.	Buy	+4,030	+48.4%	$1.52K	12,360
Q3 2020	GIS General Mills, Inc.	General Mills, Inc.	Buy	+495,621	+8.1%	$408.18K	6,617,710
Q3 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+1,158	+0.3%	$626.59K	427,532
Q3 2020	GPC Genuine Parts Company	Genuine Parts Company	Buy	+3,650	+21.2%	$1.98K	20,850
Q3 2020	HAS Hasbro, Inc.	Hasbro, Inc.	Buy	+5,270	+40.7%	$1.51K	18,230
Q3 2020	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy - Position Entry	+809,175	-	$224.72K	809,175
Q3 2020	INTU Intuit Inc.	Intuit Inc.	Buy	+3,090	+0.3%	$353.58K	1,083,919

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