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 09/30/20. The fund's latest filing disclosed 619MM in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 619MM in positions, representing 89% of the manager's regulatory AUM.
WOODSTOCK CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WOODSTOCK CORP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.86% | Tech | 3.06% | -0.29% | 0 | 43% | ||
| ISRG | 4.33% | Health | 3.4% | -0.11% | 0 | 12% | ||
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FEATURED IN
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 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...
Unlock Full Investment Process Description
WOODSTOCK CORP Portfolio Concentration
WOODSTOCK CORP Location
27 SCHOOL STREET
SUITE 200
BOSTON, Massachusetts
UNITED STATES, 02108
SUITE 200
BOSTON, Massachusetts
UNITED STATES, 02108
WOODSTOCK CORP Contact Information
Phone Number: 617-227-0600
Fax Number: 617-523-0229
Website: http://www.woodstockcorp.com
Fax Number: 617-523-0229
Website: http://www.woodstockcorp.com
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