13F filing recap · Q4 2020
What did Jensen Investment Management buy in Q4 2020?
Reported stock-position changes between this filing and the previous one.
Stock value
$12.07B
Positions
76
Estimated turnover
6.6%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
MSFTMicrosoft Corporation$854.64Mreported value+16.5K shares+0.4%PEPPepsico, Inc.$789.29Mreported value+24.8K shares+0.5%GOOGLAlphabet Inc.$752.77Mreported value+2.0K shares+0.5%JNJJohnson & Johnson$682.64Mreported value+19.2K shares+0.4%BDXBecton Dickinson & Co$670.90Mreported value+12.3K shares+0.5%MMM3m Company$604.78Mreported value+16.5K shares+0.5%SYKStryker Corp$596.87Mreported value+13.0K shares+0.5%UNHUnitedHealth Group Incorporated$498.54Mreported value+5.9K shares+0.4%CTSHCognizant Technology Solutions Corporation$434.95Mreported value+22.7K shares+0.4%INTUIntuit Inc.$413.66Mreported value+5.1K shares+0.5%PFEPfizer Inc.$413.14Mreported value+54.8K shares+0.5%GISGeneral Mills, Inc.$391.62Mreported value+42.5K shares+0.6%SBUXStarbucks Corporation$322.51Mreported value+15.0K shares+0.5%ADPAutomatic Data Processing Inc$319.86Mreported value+8.3K shares+0.5%MAMastercard Inc$299.35Mreported value+3.9K shares+0.5%EFXEquifax Inc$295.96Mreported value+12.8K shares+0.8%BRBroadridge Financial Solutions, Inc.$294.74Mreported value+14.0K shares+0.7%HDHome Depot, Inc.$263.85Mreported value+184.2K shares+22.8%TXNTexas Instruments Incorporated$258.55Mreported value+7.5K shares+0.5%TJXThe Tjx Companies, Inc.$233.47Mreported value+15.2K shares+0.4%WMWaste Management, Inc$152.61Mreported value+308.3K shares+31.3%ABTAbbott Laboratories$11.98Mreported value+150 shares+0.1%CCKCrown Holdings, Inc.$3.52Mreported value+3.8K shares+12.0%EXPDExpeditors International of Washington, Inc.$3.47Mreported value+15.0K shares+69.8%LHLabcorp Holdings Inc.$3.46Mreported value+5.9K shares+53.4%EHCEncompass Health Corporation$3.39Mreported value+4.5K shares+12.2%CPRTCopart, Inc.$3.22Mreported value+7.3K shares+40.2%GPCGenuine Parts Co$3.21Mreported value+11.1K shares+53.2%MCHPMicrochip Technology Incorporated$3.06Mreported value+12.1K shares+120.9%HRCHill-Rom Holdings, Inc.$3.01Mreported value+7.7K shares+33.7%LSTRLandstar System, Inc.$2.79Mreported value+9.0K shares+76.9%HASHasbro, Inc.$2.75Mreported value+11.1K shares+61.0%PAYXPaychex, Inc.$2.74Mreported value+280 shares+1.0%ABBVAbbvie Inc.$2.73Mreported value+52 shares+0.2%LIILennox International Inc$2.60Mreported value+1.6K shares+20.7%KRKroger Co$2.57Mreported value+38.2K shares+89.3%CBRECbre Group, Inc.$2.57Mreported value+300 shares+0.7%BBYBest Buy Co., Inc.$2.43Mreported value+9.2K shares+61.0%LEVILevi Strauss & Co.$2.32Mreported value+10.1K shares+9.6%FFIVF5, Inc.$2.31Mreported value+740 shares+6.0%MMSMaximus, Inc.$2.19Mreported value+13.2K shares+78.6%CPBThe Campbell'S Company$2.17Mreported value+9.7K shares+27.6%CHDChurch & Dwight Co., Inc.$2.16Mreported value+10.2K shares+69.7%DCIDonaldson Company, Inc.$2.06Mreported value+3.3K shares+9.9%KKellanova$2.05Mreported value+7.6K shares+30.2%CRICarter'S, Inc.$1.95Mreported value+5.6K shares+37.0%TSCOTractor Supply Co /de/$1.42Mreported value+590 shares+6.2%MLKNMillerknoll, Inc.$996.0Kreported value+9.8K shares+50.2%TSMTaiwan Semiconductor Manufacturing$882.0Kreported value+1.4K shares+21.3%TDCTeradata Corp /de/$878.0Kreported value+4.3K shares+12.4%VRSKVerisk Analytics, Inc.$853.0Kreported value+1.7K shares+73.4%