Eric H. Schoenstein - Jensen Investment Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 09, 2025 | |
| Total Stocks | 84 | |
| Portfolio Value | $9.04B |
Jensen Investment Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2024Sep 30, 2024 | VEEV Veeva Systems Inc. | Buy | +2,021+9.5% |
Q3 2024Sep 30, 2024 | ULTA Ulta Beauty, Inc. | Buy | +1,720+17.9% |
Q3 2024Sep 30, 2024 | FDS FactSet Research Systems Inc. | Buy | +1,250+11.6% |
Q3 2024Sep 30, 2024 | MSCI MSCI Inc. | Buy | +1,080+11.7% |
Q3 2024Sep 30, 2024 | LH Labcorp Holdings Inc. | Buy | +900+2.5% |
Q3 2024Sep 30, 2024 | TSCO Tractor Supply Company | Buy | +770+3.1% |
Q3 2024Sep 30, 2024 | CTSH Cognizant Technology Solutions | Sell | -55-0.0% |
Q3 2024Sep 30, 2024 | ECL Ecolab Inc. | Sell | -62-0.1% |
Q3 2024Sep 30, 2024 | ADBE Adobe Inc. | Sell | -170-0.4% |
Q3 2024Sep 30, 2024 | OMC Omnicom Group Inc. | Sell | -275-0.3% |
Q3 2024Sep 30, 2024 | EMR Emerson Electric Company | Sell | -490-0.5% |
Q3 2024Sep 30, 2024 | WAT Waters Corporation | Sell | -1,390-2.8% |
Q3 2024Sep 30, 2024 | TJX TJX Companies, Inc. (The) | Sell | -1,404-4.8% |
Q3 2024Sep 30, 2024 | BDX Becton, Dickinson and Company | Sell | -1,505-3.7% |
Q3 2024Sep 30, 2024 | FFIV F5, Inc. | Sell | -1,920-7.1% |
Q3 2024Sep 30, 2024 | EHC Encompass Health Corporation | Sell | -2,200-2.3% |
Q3 2024Sep 30, 2024 | MCHP Microchip Technology Incorporat | Sell | -2,580-5.2% |
Q3 2024Sep 30, 2024 | POOL Pool Corporation | Sell | -3,490-42.4% |
Q3 2024Sep 30, 2024 | LII Lennox International, Inc. | Sell | -3,570-30.3% |
Q3 2024Sep 30, 2024 | CRL Charles River Laboratories Inte | Sell | -3,730-23.4% |
Q3 2024Sep 30, 2024 | BBY Best Buy Co., Inc. | Sell | -8,080-12.4% |
Q3 2024Sep 30, 2024 | WSM Williams-Sonoma, Inc. | Sell - Position Exit | -11,740-100.0% |
Q3 2024Sep 30, 2024 | SHW Sherwin-Williams Company (The) | Sell | -27,427-4.8% |
Q3 2024Sep 30, 2024 | HD Home Depot, Inc. (The) | Sell | -29,066-5.6% |
Q3 2024Sep 30, 2024 | KLAC KLA Corporation | Sell | -29,780-5.2% |
Q3 2024Sep 30, 2024 | MCD McDonald's Corporation | Sell | -37,743-5.8% |
Q3 2024Sep 30, 2024 | MA Mastercard Incorporated | Sell | -55,632-5.5% |
Q3 2024Sep 30, 2024 | INTU Intuit Inc. | Sell | -56,884-5.5% |
Q3 2024Sep 30, 2024 | K Kellanova | Sell | -86,320-85.9% |
Q3 2024Sep 30, 2024 | MSFT Microsoft Corporation | Sell | -86,886-3.9% |