Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  State Street Corp. (STT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2005   Q2 0 0.00 Sell 100.00% <0.01 SEC
2005   Q1 1,000 <0.01 Reduce 99.96% 4.67 $44.00 $44,000 SEC
2004   Q4 2,715,953 4.67 Add 0.82% 0.04 $49.12 $133,408,000 SEC
2004   Q3 2,693,901 4.58 Add 22.41% 0.84 $42.71 $115,057,000 SEC
2004   Q2 2,200,776 4.43 Add 22.64% 0.82 $49.04 $107,926,000 SEC
2004   Q1 1,794,476 4.51 Add 0.30% 0.01 $52.13 $93,546,000 SEC
2003   Q4 1,789,126 4.83 Reduce 0.32% 0.02 $52.08 $93,178,000 SEC
2003   Q3 1,794,876 4.87 Add 2.28% 0.11 $45.00 $80,769,000 SEC
2003   Q2 1,754,876 4.55 Reduce 0.46% 0.02 $39.40 $69,142,000 SEC
2003   Q1 1,762,936 5.13 Add 11.38% 0.52 $31,613.23 $55,732,106,000 SEC
2002   Q4 1,582,825 5.85 Add 47.57% 1.89 $39.00 $61,730,000 SEC
2002   Q3 1,072,595 6.97 Add 16.05% 0.96 $38,640.00 $41,445,071,000 SEC
2002   Q2 924,235 7.95 Add 79.63% 3.52 $44,700.00 $41,313,305,000 SEC
2002   Q1 514,515 7.60 Add 99.71% 3.79 $55,380.00 $28,493,841,000 SEC
2001   Q4 257,625 6.30 Add 18.17% 0.97 $52,250.00 $13,460,906,000 SEC
2001   Q3 218,020 6.86 Add 25.20% 1.38 $45,500.00 $9,919,910,000 SEC
2001   Q2 174,140 5.74 Add 108.40% 2.99 $49,490.00 $8,618,189,000 SEC
2001   Q1 83,560 5.99 Add 30.38% 1.40 $93,400.00 $7,804,504,000 SEC
2000   Q4 64,090 5.46 Add 0.59% 0.03 $124,210.00 $7,960,619,000 SEC
2000   Q3 63,715 5.98 Buy 5.98 $130,000.00 $8,282,950,000 SEC