Eric H. Schoenstein - Jensen Investment Management 13F Activity & Position Changes (Q4 2015)
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 Dec 31, 2015. 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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