Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q4 2015)
As of Dec 31, 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 Q4 2015, the filing reported:
New Buys - Crown Holdings, Inc., Compass Minerals Intl Inc, General Dynamics Corporation, H&R Block, Inc., The Hershey Company, and 9 more
Increases - Apple Inc., Amphenol Corporation, Becton, Dickinson and Company, Buckle, Inc. (The), Cognizant Technology Solutions , and 23 more
Reductions - Abbott Laboratories, Accenture plc, Automatic Data Processing, Inc., Boeing Company (The), Baxter International Inc., and 27 more
Complete Exits - Choice Hotels International, In, Edgewell Personal Care Company, Kimberly-Clark Corporation, McDonald's Corporation, MillerKnoll, Inc., and 7 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 |
|---|---|---|---|
|
Q4 2015
|
AAPL
Apple Inc.
|
Buy |
+5
|
|
Q4 2015
|
ABT
Abbott Laboratories
|
Sell |
-1,450
|
|
Q4 2015
|
ACN
Accenture plc
|
Sell |
-281,685
|
|
Q4 2015
|
ADP
Automatic Data Processing, Inc.
|
Sell |
-9,520
|
|
Q4 2015
|
APH
Amphenol Corporation
|
Buy |
+11,800
|
|
Q4 2015
|
BA
Boeing Company (The)
|
Sell |
-190
|
|
Q4 2015
|
BAX
Baxter International Inc.
|
Sell |
-1,130
|
|
Q4 2015
|
BBY
Best Buy Co., Inc.
|
Sell |
-1,590
|
|
Q4 2015
|
BDX
Becton, Dickinson and Company
|
Buy |
+3,220
|
|
Q4 2015
|
BKE
Buckle, Inc. (The)
|
Buy |
+2,360
|
|
Q4 2015
|
CAT
Caterpillar, Inc.
|
Sell |
-170
|
|
Q4 2015
|
CBRL
Cracker Barrel Old Country Stor
|
Sell |
-120
|
|
Q4 2015
|
CCK
Crown Holdings, Inc.
|
Buy - Position Entry |
+7,880
|
|
Q4 2015
|
CHH
Choice Hotels International, In
|
Sell - Position Exit |
-8,940
|
|
Q4 2015
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Sell |
-730
|
|
Q4 2015
|
CL
Colgate-Palmolive Company
|
Sell |
-217,080
|
|
Q4 2015
|
CLX
Clorox Company (The)
|
Sell |
-50
|
|
Q4 2015
|
CMP
Compass Minerals Intl Inc
|
Buy - Position Entry |
+4,790
|
|
Q4 2015
|
CPB
The Campbell's Company
|
Sell |
-820
|
|
Q4 2015
|
CSCO
Cisco Systems, Inc.
|
Sell |
-2,150
|
|
Q4 2015
|
CTSH
Cognizant Technology Solutions
|
Buy |
+240
|
|
Q4 2015
|
DECK
Deckers Outdoor Corporation
|
Buy |
+2,550
|
|
Q4 2015
|
DLX
Deluxe Corporation
|
Sell |
-280
|
|
Q4 2015
|
EAT
Brinker International, Inc.
|
Buy |
+760
|
|
Q4 2015
|
ECL
Ecolab Inc.
|
Buy |
+35,120
|
|
Q4 2015
|
EFX
Equifax, Inc.
|
Sell |
-14,175
|
|
Q4 2015
|
EMN
Eastman Chemical Company
|
Buy |
+270
|
|
Q4 2015
|
EMR
Emerson Electric Company
|
Buy |
+4,390
|
|
Q4 2015
|
EPC
Edgewell Personal Care Company
|
Sell - Position Exit |
-3,350
|
|
Q4 2015
|
GD
General Dynamics Corporation
|
Buy - Position Entry |
+2,770
|
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