JIM
Jensen Investment Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Buy |
11,050
+1,810
| +20% | +$1.04M | 0.07% | 43 |
|
|
2025
Q1 | $5.23M | Sell |
9,240
-1,110
| -11% | -$628K | 0.06% | 47 |
|
|
2024
Q4 | $6.21M | Hold |
10,350
| – | – | 0.06% | 47 |
|
|
2024
Q3 | $6.03M | Buy |
10,350
+1,080
| +12% | +$630K | 0.05% | 51 |
|
|
2024
Q2 | $4.47M | Buy |
9,270
+3,140
| +51% | +$1.51M | 0.04% | 59 |
|
|
2024
Q1 | $3.44M | Buy |
+6,130
| New | +$3.44M | 0.03% | 73 |
|