A year ago, we spoke to Eric Schoenstein, co-portfolio manager of Jensen Quality Growth (JENSX). He named three companies likely to benefit as the US economic recovery continued. Here’s how they’ve fared.

Extending its acquisition spree, industrial gas manufacturer Praxair (NYSE: PX) recently announced it will acquire NuCO2, a beverage carbonation company, for $1.1 billion, a move that will add some 3 percent to Praxair’s operating income. For 2012, Praxair’s revenue was essentially flat. But a 7 percent increase in sales is expected in 2013, to over $12 billion.

Shares of Praxair are down 2 percent since May 2012.

For 2012, 3M Co’s (NYSE: MMM) revenue rose just 1 percent to $29.9 billion, while earnings increased 4 percent to $4.4 billion. Sales were up almost 3 percent in US dollar terms, but were adversely affected by currency exchange rates. In February, 3M boosted its quarterly dividend by 7.6 percent, to 63.5 cents per share.

3M’s stock is up 21 percent since recommended.

In March 2013, Oracle (NSDQ: ORCL) announced disappointing third-quarter results, which triggered a 10 percent drop in its shares. Revenue fell 1 percent to $8.97 billion, driven by weaker sales of new software licenses and cloud software subscriptions (down 2 percent to $2.3 billion), as well as hardware systems (down 23 percent to $671 million). Oracle’s net income for 2012 was flat at $2.5 billion, but earnings per share of 65 cents were 1 cent less than Wall Street expected.

Despite the recent setback, Oracle’s shares are up close to 11 percent since last year.