STONE HOUSE INVESTMENT MANAGEMENT, LLC

HTTP://WWW.STONEHOUSEINVESTMENTMANAGEMENT.COM TUNKHANNOCK, PA Investment Advisor How do I update this listing?

Stone House Investment Management is based out of Tunkhannock. Stone House Investment Management is a large advisory firm with 475 clients and discretionary assets under management (AUM) of $271,407,046 (Form ADV from 2020-06-24). Their last reported 13F filing for Q2 2020 included $199,258,000 in managed 13F securities and a top 10 holdings concentration of 68.93%. Stone House Investment Management's largest holding is iShares Core S&P 500 ETF with shares held of 84,412. Stone House Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 15 13F filings

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06/30/2020

13F Activity

  • Market Value $199.258 Million
  • Prior Market Value $171.195 Million
  • New Purchases11 stocks
  • Additional Purchases9 stocks
  • Sold out of10 stocks
  • Reduced holdings in12 stocks
  • Top 10 Holdings % 68.93 %
  • Turnover % [1]:63.64%
  • Turnover Alt % [2]: 28.76 %
  • Time Held Top20:3.40 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:6.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 10.93%
Performance Last 4 Quarters: 13.52%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

STONE HOUSE INVESTMENT MANAGEMENT, LLC
80 WEST TIOGA STREET
TUNKHANNOCK PA    18657
Country: United States

Business Phone: (570) 836-7020
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 17,255,200
Total Number of Clients: 475
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-11-18
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-08-02
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-04-29
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-17
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-12-17
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-06-07
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

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