Jensen Investment Management Inc Q3 2022 vs Q4 2022 13F Holdings Analysis

As we move towards the end of the year, it is crucial to understand the changes that are taking place in our economy. These changes are often reflected in the stock market, and one way to track the changes is by analyzing 13F holdings. Jensen Investment Management Inc Q3 2022 vs Q4 2022 13F holdings analysis offers a glimpse into the shifting trends and emerging opportunities.

Jensen Investment Management Inc is a US-based investment management firm founded in 1988. It manages separate client-focused equity portfolios, with a significant focus on large-cap stocks. The firm's overall portfolio represents 19% of the outstanding shares of its 57 reported 13F holdings.

In the Q3 2022 period, PEP or PepsiCo was the top holding of Jensen Investment Management, with 4.8 million shares valued at a staggering $783.6 million. In comparison, MSFT or Microsoft Corp, the second-highest holding, had 3.03 million shares worth $707.02 million. The top ten holdings of Jensen Investment Management accounted for 82.3% of its portfolio.

However, according to the latest Jensen Investment Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison, there has been significant portfolio reshuffling between the periods. While PEP retained its top position, Jensen Investment Management Inc increased its stake in the company from 4800068 shares to 4928971 shares, reflecting a 13.6% change.

Moreover, Microsoft emerged as the novelty item in the portfolio, with Jensen Investment Management Inc increasing its stake in the tech giant from 3.03 million shares to 3.18 million shares, reflecting an 8.2% change. Unitedhealth Group (UNH), Stryker Corp (SYK), and Accenture (ACN) are the other top holdings that saw an increase in shares.

In contrast, Alphabet's Google (GOOGL), Johnson & Johnson (JNJ), Apple Inc. (AAPL), and Procter & Gamble (PG) witnessed a decrease in shares, reflecting a change of -2.7%, -0.8%, -5.5%, and -26.2%, respectively.

Waste Management (WM) reported minimal changes in shares, maintaining its position in the portfolio. Meanwhile, Cognizant Technology Solutions (CTSH) and 3M Co. (MMM) witnessed a drastic decline in shares, reflecting a change of -95.8% and -93.2%, respectively.

The shift in holdings suggests that Jensen Investment Management Inc is betting big on companies that have been able to maintain a stable performance throughout the pandemic and report significant growth potential in the future. With the COVID-19 pandemic continuing to impact the market, Jensen Investment Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison analysis becomes a crucial tool for investors to stay informed and make informed investment decisions.