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Eric Schoenstein / Gabriel L. Goddard

@Jensen Investment Management Inc

Latest period2024 - Q3ReportedManaged Assets$11.96BTotal holdings87
Assets growth rate-2.13%Assets growth rate (2-Q avg)-4.39%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jensen Investment Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Jensen Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 11.96B in assets, with a quarterly growth rate of -2.13% and a 2-quarter average growth rate of -4.39%. The portfolio is managed by Eric Schoenstein, Gabriel L. Goddard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MARMarriott International Inc
Recent Activity
New Position
0.01%
$793,034
3,190 shares@ $248.6 avg price