13F filing recap · Q3 2022
What did Jensen Investment Management buy in Q3 2022?
Reported stock-position changes between this filing and the previous one.
Stock value
$11.48B
Positions
81
Estimated turnover
8.8%
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
GOOGLAlphabet Inc.$640.49Mreported value+6.36M shares+1898.4%UNHUnitedHealth Group Incorporated$609.77Mreported value+93.7K shares+8.4%NKENike, Inc.$389.15Mreported value+324.3K shares+7.4%MRSHMarsh & Mclennan Companies, Inc.$331.02Mreported value+179.5K shares+8.8%HDHome Depot, Inc.$279.51Mreported value+102.2K shares+11.2%EFXEquifax Inc$263.69Mreported value+184.0K shares+13.6%APHAmphenol Corp /de/$193.63Mreported value+559.3K shares+24.0%MCOMoody’s Corporation$178.56Mreported value+102.3K shares+16.2%BALLBall Corporation$149.98Mreported value+522.7K shares+20.3%KRKroger Co$5.69Mreported value+11.0K shares+9.2%CRLCharles River Laboratories International, Inc.$3.42Mreported value+8.7K shares+100.6%POOLPool Corporation$2.33Mreported value+500 shares+7.3%TSMTaiwan Semiconductor Manufacturing$1.12Mreported value+300 shares+1.9%