WOODSTOCK CORP Overview

Woodstock Corp is an investment advisor that manages 699.5 MM dollars in regulatory AUM and has 7 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 489MM in positions, representing 70% of the manager's regulatory AUM.

WOODSTOCK CORP StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WOODSTOCK CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ORLY 3.41% Cons. Disc. -2.2% -0.13% 0 10%
MSFT 3% Tech 3.56% 0.19% 0 36%
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WOODSTOCK CORP Founders and Key Employees

Name Title In Position Since
William H. Darling President, Director And Trustee Of The M. F. Lacroix Trusts Fbo Ruth L. Darling Et Al & Susanne L. Phippen Et Al. July-1992
Henry P. Phippen Director And Trustee Of The Morris F. Lacroix Trusts Fbo R.L. Darling, S.L. Phippen Et Al June-1987
Paul D. Simpson President,Director And Trustee Of The M. F. Lacroix Trusts Fbo Ruth L. Darling Et Al & Susanne L. Phippen Et Al. March-2003
Marie E. Gillespie Senior Vice President, Chief Compliance Officer, Treasurer May-2003
Edward A. Benjamin Director October-2003
John T. Crocker Trustee Of The M.F. Lacroix Trust Fbo J. Crocker Et Al July-1989
Lucy C. Abisalih Trustee Of The M.F. Lacroix Trust Fbo J Crocker Et Al October-1997
Charles R. Richey Trustee Of The Mf Lacroix Trust Fbo J Crocker Et Al June-1995
David B. Crocker Trustee Of The Mf Lacroix Trst Fbo J Crocker Et Al June-2004
Adrian G. Davies Chief Operating Officer, Chief Investment Officer March-2013

WOODSTOCK CORP Brokers, Custodians, Auditors and Administrators

Type Company

WOODSTOCK CORP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Woodstock believes the investment strategies used and the research done by the firm help moderate the risks of investing. Investment research is performed utilizing fundamental analysis focused primarily on high-quality companies which Woodstock believes have skilled management teams, solid balance sheets, and strong free cash flow. We generally invest in companies that have weathered several economic cycles, and have proven to us that they can grow through otherwise challenging times. Through this research effort, a list of stocks is vetted through regular weekly meetings where portfolio managers discuss sector and company developments. Additionally, the Woodstock Investment Policy Committee meets regularly to discuss the macroeconomic environment and issues a corresponding outlook overlay with target asset allocation ranges and recommendations for buy-rated stocks. Bonds selected are of investment grade as dete...
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WOODSTOCK CORP Portfolio Concentration

WOODSTOCK CORP Location

27 SCHOOL STREET
SUITE 200
BOSTON, Massachusetts
UNITED STATES, 02108

WOODSTOCK CORP Contact Information

Phone Number: 617-227-0600
Fax Number: 617-523-0229
Website:

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