Jensen Investment Management Inc Buys Automatic Data Processing Inc, Alphabet Inc, Stryker Corp, Sells Oracle Corp, Ecolab Inc, Waters Corp

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May 07, 2020
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Lake Oswego, OR, based Investment company Jensen Investment Management Inc (Current Portfolio) buys Automatic Data Processing Inc, Alphabet Inc, Stryker Corp, Nike Inc, Equifax Inc, sells Oracle Corp, Ecolab Inc, Waters Corp, Linde PLC, Cracker Barrel Old Country Store Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Jensen Investment Management Inc. As of 2020Q1, Jensen Investment Management Inc owns 76 stocks with a total value of $8.9 billion. These are the details of the buys and sells.

For the details of JENSEN INVESTMENT MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/jensen+investment+management+inc/current-portfolio/portfolio

These are the top 5 holdings of JENSEN INVESTMENT MANAGEMENT INC
  1. Microsoft Corp (MSFT) - 4,220,466 shares, 7.51% of the total portfolio. Shares reduced by 5.64%
  2. PepsiCo Inc (PEP) - 5,279,378 shares, 7.16% of the total portfolio. Shares added by 10.15%
  3. Becton, Dickinson and Co (BDX) - 2,674,584 shares, 6.94% of the total portfolio. Shares added by 6.71%
  4. Johnson & Johnson (JNJ) - 4,318,640 shares, 6.39% of the total portfolio. Shares added by 10.96%
  5. Alphabet Inc (GOOGL) - 425,460 shares, 5.58% of the total portfolio. Shares added by 28.09%
New Purchase: Hill-Rom Holdings Inc (HRC)

Jensen Investment Management Inc initiated holding in Hill-Rom Holdings Inc. The purchase prices were between $74.88 and $116.34, with an estimated average price of $104. The stock is now traded at around $105.00. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,990 shares as of .

New Purchase: Copart Inc (CPRT)

Jensen Investment Management Inc initiated holding in Copart Inc. The purchase prices were between $58.78 and $104.5, with an estimated average price of $89.38. The stock is now traded at around $82.00. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,070 shares as of .

New Purchase: Xilinx Inc (XLNX)

Jensen Investment Management Inc initiated holding in Xilinx Inc. The purchase prices were between $68.98 and $102.89, with an estimated average price of $87.57. The stock is now traded at around $85.38. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,520 shares as of .

New Purchase: Church & Dwight Co Inc (CHD)

Jensen Investment Management Inc initiated holding in Church & Dwight Co Inc. The purchase prices were between $60.3 and $76.61, with an estimated average price of $71.08. The stock is now traded at around $73.14. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,180 shares as of .

Added: Automatic Data Processing Inc (ADP)

Jensen Investment Management Inc added to a holding in Automatic Data Processing Inc by 1123.61%. The purchase prices were between $109.07 and $181.25, with an estimated average price of $161.83. The stock is now traded at around $148.54. The impact to a portfolio due to this purchase was 1.97%. The holding were 1,393,325 shares as of .

Added: Alphabet Inc (GOOGL)

Jensen Investment Management Inc added to a holding in Alphabet Inc by 28.09%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1373.59. The impact to a portfolio due to this purchase was 1.22%. The holding were 425,460 shares as of .

Added: Stryker Corp (SYK)

Jensen Investment Management Inc added to a holding in Stryker Corp by 39.57%. The purchase prices were between $126.5 and $225.1, with an estimated average price of $196.28. The stock is now traded at around $191.63. The impact to a portfolio due to this purchase was 0.96%. The holding were 1,808,115 shares as of .

Added: Nike Inc (NKE)

Jensen Investment Management Inc added to a holding in Nike Inc by 23.46%. The purchase prices were between $62.8 and $104.58, with an estimated average price of $93.5. The stock is now traded at around $89.59. The impact to a portfolio due to this purchase was 0.76%. The holding were 4,291,312 shares as of .

Added: Equifax Inc (EFX)

Jensen Investment Management Inc added to a holding in Equifax Inc by 430.35%. The purchase prices were between $104.62 and $162.96, with an estimated average price of $145.75. The stock is now traded at around $149.01. The impact to a portfolio due to this purchase was 0.68%. The holding were 621,043 shares as of .

Added: Mastercard Inc (MA)

Jensen Investment Management Inc added to a holding in Mastercard Inc by 31.93%. The purchase prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $280.03. The impact to a portfolio due to this purchase was 0.55%. The holding were 832,189 shares as of .

Sold Out: Cracker Barrel Old Country Store Inc (CBRL)

Jensen Investment Management Inc sold out a holding in Cracker Barrel Old Country Store Inc. The sale prices were between $56.72 and $168.8, with an estimated average price of $138.37.

Sold Out: Choice Hotels International Inc (CHH)

Jensen Investment Management Inc sold out a holding in Choice Hotels International Inc. The sale prices were between $53.57 and $108.23, with an estimated average price of $91.38.

Sold Out: Rockwell Automation Inc (ROK)

Jensen Investment Management Inc sold out a holding in Rockwell Automation Inc. The sale prices were between $120.68 and $209.37, with an estimated average price of $186.15.

Sold Out: Starbucks Corp (SBUX)

Jensen Investment Management Inc sold out a holding in Starbucks Corp. The sale prices were between $56.33 and $93.75, with an estimated average price of $81.31.

Reduced: Oracle Corp (ORCL)

Jensen Investment Management Inc reduced to a holding in Oracle Corp by 48.39%. The sale prices were between $39.8 and $55.73, with an estimated average price of $51.75. The stock is now traded at around $52.73. The impact to a portfolio due to this sale was -1.62%. Jensen Investment Management Inc still held 3,292,616 shares as of .

Reduced: Ecolab Inc (ECL)

Jensen Investment Management Inc reduced to a holding in Ecolab Inc by 75.82%. The sale prices were between $125.22 and $210.31, with an estimated average price of $188.41. The stock is now traded at around $194.58. The impact to a portfolio due to this sale was -1.27%. Jensen Investment Management Inc still held 210,852 shares as of .



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