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 |
|---|---|---|---|
Q4 2024Dec 31, 2024 | FFIV F5, Inc. | Sell | -2,660-10.7% |
Q4 2024Dec 31, 2024 | K Kellanova | Sell | -2,695-19.1% |
Q4 2024Dec 31, 2024 | MANH Manhattan Associates, Inc. | Sell | -3,500-17.9% |
Q4 2024Dec 31, 2024 | WAT Waters Corporation | Sell | -3,540-7.4% |
Q4 2024Dec 31, 2024 | URI United Rentals, Inc. | Sell - Position Exit | -4,650-100.0% |
Q4 2024Dec 31, 2024 | POOL Pool Corporation | Sell - Position Exit | -4,750-100.0% |
Q4 2024Dec 31, 2024 | HD Home Depot, Inc. (The) | Sell | -5,871-1.2% |
Q4 2024Dec 31, 2024 | SOLV Solventum Corporation | Sell - Position Exit | -6,635-100.0% |
Q4 2024Dec 31, 2024 | SHW Sherwin-Williams Company (The) | Sell | -7,389-1.4% |
Q4 2024Dec 31, 2024 | KLAC KLA Corporation | Sell | -7,428-1.4% |
Q4 2024Dec 31, 2024 | MCHP Microchip Technology Incorporat | Sell | -8,000-17.1% |
Q4 2024Dec 31, 2024 | MCD McDonald's Corporation | Sell | -8,073-1.3% |
Q4 2024Dec 31, 2024 | MMC Marsh & McLennan Companies, Inc | Sell | -10,280-0.3% |
Q4 2024Dec 31, 2024 | EHC Encompass Health Corporation | Sell | -10,480-11.4% |
Q4 2024Dec 31, 2024 | EFX Equifax, Inc. | Sell | -10,901-0.9% |
Q4 2024Dec 31, 2024 | UNH UnitedHealth Group Incorporated | Sell | -10,968-1.5% |
Q4 2024Dec 31, 2024 | ULTA Ulta Beauty, Inc. | Sell - Position Exit | -11,330-100.0% |
Q4 2024Dec 31, 2024 | CCK Crown Holdings, Inc. | Sell | -11,600-11.5% |
Q4 2024Dec 31, 2024 | CRL Charles River Laboratories Inte | Sell - Position Exit | -12,180-100.0% |
Q4 2024Dec 31, 2024 | INTU Intuit Inc. | Sell | -12,601-1.3% |
Q4 2024Dec 31, 2024 | MA Mastercard Incorporated | Sell | -12,981-1.4% |
Q4 2024Dec 31, 2024 | GPC Genuine Parts Company | Sell | -15,876-32.8% |
Q4 2024Dec 31, 2024 | WM Waste Management, Inc. | Sell | -20,445-1.4% |
Q4 2024Dec 31, 2024 | BR Broadridge Financial Solutions, | Sell | -21,036-1.3% |
Q4 2024Dec 31, 2024 | BDX Becton, Dickinson and Company | Sell | -23,930-61.9% |
Q4 2024Dec 31, 2024 | TXN Texas Instruments Incorporated | Sell | -25,559-1.4% |
Q4 2024Dec 31, 2024 | ZTS Zoetis Inc. | Sell | -26,972-1.3% |
Q4 2024Dec 31, 2024 | CPRT Copart, Inc. | Sell | -29,639-0.8% |
Q4 2024Dec 31, 2024 | ACN Accenture plc | Sell | -29,712-1.3% |
Q4 2024Dec 31, 2024 | PEP Pepsico, Inc. | Sell | -36,933-1.4% |