WOODSTOCK CORP

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Woodstock Corp is based out of Boston. Woodstock Corp is a large advisory firm with 191 clients and discretionary assets under management (AUM) of $636,663,881 (Form ADV from 2017-10-01). Their last reported 13F filing for Q2 2019 included $572,392,000 in managed 13F securities and a top 10 holdings concentration of 28.1%. Woodstock Corp's largest holding is Microsoft Corp. with shares held of 223,778. Woodstock Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $572.781 Million
  • Prior Market Value $558.168 Million
  • New Purchases0 stocks
  • Additional Purchases37 stocks
  • Sold out of3 stocks
  • Reduced holdings in65 stocks
  • Top 10 Holdings % 28.08 %
  • Turnover % [1]:1.86%
  • Turnover Alt % [2]: 0.75 %
  • Time Held Top20:21.10 quarters
  • Time Held Top10:10.60 quarters
  • Time Held All:37.40 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.34%
Performance Last 4 Quarters: 9.4%
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
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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
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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
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View Last Form Adv Compilation Report on Record

WOODSTOCK CORPORATION
101 ARCH STREET SUITE 1000
BOSTON MA    02110
Country: United States

Business Phone: 617-227-0600
Fax: 617-523-0229
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 621,077,000
Total Number of Clients: 191
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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WOODSTOCK CORPORATION

ownership team - last updated 2018-06-29
Name Title Start Date Direct/Indirect % Ownership
DARLING, WILLIAM, HENRY CHAIRMAN, PRESIDENT 03/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION CHAIRMAN, PRESIDENT direct 2003-03-01
WOODSTOCK CORPORATION TRUSTEE indirect 2003-10-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDER. direct 1992-07-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2012-06-29
WOODSTOCK CORPORATION PRESIDENT, DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
PHIPPEN, HENRY, PAINE SECRETARY 06/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1985-05-01
WOODSTOCK CORPORATION SECRETARY direct 1987-06-01
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDERS. direct 1987-06-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, J.L. CROCKER, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2003-04-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2004-06-30
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN direct 1987-06-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN ET AL direct 1987-06-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
GILLESPIE, MARIE, ELENA SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER 05/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION SENIOR VICE PRESIDENT direct 2003-05-01
WOODSTOCK CORPORATION SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER direct 2003-05-01
WOODSTOCK CORPORATION SENIOR VICE PRESIDENT, CCO, TREASURER direct 2003-05-01
BENJAMIN, EDWARD, ALAN DIRECTOR 10/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION DIRECTOR direct 2003-10-01
DAVIES, ADRIAN, GREGORY CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER direct 2013-03-01
SAGAMORE OPERATIONS & MANAGEMENT LLC STOCKHOLDER 12/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION STOCKHOLDER direct 2016-12-01
WOODSTOCK CORPORATION STOCKHOLDER direct 2017-01-01
DARLING, WILLIAM, HENRY TRUSTEE THE RUTH LACROIX DARLING 1992 APPOINTIVE PROPERTY TRUST 01/01/1992 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION CHAIRMAN, PRESIDENT direct 2003-03-01
WOODSTOCK CORPORATION TRUSTEE indirect 2003-10-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDER. direct 1992-07-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2012-06-29
WOODSTOCK CORPORATION PRESIDENT, DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
PHIPPEN, HENRY, PAINE TRUSTEE THE RUTH LACROIX DARLING 1992 APPOINTIVE PROPERTY TRUST 01/01/1992 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1985-05-01
WOODSTOCK CORPORATION SECRETARY direct 1987-06-01
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDERS. direct 1987-06-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, J.L. CROCKER, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2003-04-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2004-06-30
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN direct 1987-06-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN ET AL direct 1987-06-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
DARLING, NELSON, J TRUSTEE THE RUTH LACROIX DARLING 1992 APPOINTIVE PROPERTY TRUST 01/01/1992 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION TRUSTEE OF STOCKHOLDER. direct 1987-06-01 2001-10-15
WOODSTOCK CORPORATION TRUSTEE OF THE MORRIS F. LACROIX TRUST FBO RUTH L. DARLING ET AL. direct 1987-06-01 2002-12-18
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01 2017-01-10
DARLING, THOMAS, WARD TRUSTEE THE RUTHLACROIX DARLING APPOINTIVE PROPERTY TRUST 10/01/2001 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION TRUSTEE indirect 2001-10-01
PRUETT, SARAH, DARLING TRUSTEE THE RUTH LACROIX DARLING 1992 APPOINTIVE PROPERTY TRUST 11/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION TRUSTEE indirect 2009-11-01
PHIPPEN, HENRY, PAINE TRUSTEE THE SUSANNE LACROIX PHIPPEN 1985 APPOINTIVE PROPERTY TRUST 05/01/1985 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1985-05-01
WOODSTOCK CORPORATION SECRETARY direct 1987-06-01
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDERS. direct 1987-06-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, J.L. CROCKER, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2003-04-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2004-06-30
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN direct 1987-06-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN ET AL direct 1987-06-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
DARLING, WILLIAM, HENRY TRUSTEE THE SUSANNE LACROIX PHIPPEN 1985 APPOINTIVE PROPERTY TRUST 10/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION CHAIRMAN, PRESIDENT direct 2003-03-01
WOODSTOCK CORPORATION TRUSTEE indirect 2003-10-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDER. direct 1992-07-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2012-06-29
WOODSTOCK CORPORATION PRESIDENT, DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
PHIPPEN, WILLIAM, LACROIX TRUSTEE THE SUZANNE LACROIX PHIPPEN 1985 APPOINTIVE PROPERTY TRUST 06/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01
WOODSTOCK CORPORATION TRUSTEE indirect 2010-06-01
THE RUTH LACROIX DARLING 1992 APPOINTIVE PROPERTY TRUST MEMBER SAGAMORE OPERATIONS & MANAGEMENT COMPANY LLC 12/01/2016 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION MEMBER indirect 2016-12-01
WOODSTOCK CORPORATION MEMBER indirect 2017-01-01
THE SUSANNE LACROIX PHIPPEN 1985 APPOINTIVE PROPERTY TRUST MEMBER SAGAMORE OPERATIONS & MANAGEMENT COMPANY LLC 12/01/2016 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION MEMBER indirect 2016-12-01
WOODSTOCK CORPORATION MEMBER indirect 2017-01-01
DARLING, WILLIAM, HENRY ELECTED MANAGER SAGAMORE OPERATIONS & MANAGEMENT LLC 12/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION CHAIRMAN, PRESIDENT direct 2003-03-01
WOODSTOCK CORPORATION TRUSTEE indirect 2003-10-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDER. direct 1992-07-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2012-06-29
WOODSTOCK CORPORATION PRESIDENT, DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 1992-07-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
PHIPPEN, HENRY, PAINE ELECTED MANAGER SAGAMORE OPERATIONS & MANAGEMENT LLC 12/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION TRUSTEE indirect 1985-05-01
WOODSTOCK CORPORATION SECRETARY direct 1987-06-01
WOODSTOCK CORPORATION TRUSTEE indirect 1992-01-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF STOCKHOLDERS. direct 1987-06-01 2001-10-15
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, J.L. CROCKER, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2003-04-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN,& E.L. DABNEY ET AL. direct 1987-06-01 2004-06-30
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRISS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN direct 1987-06-01 2006-03-13
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE MORRIS F. LACROIX TRUSTS FBO R.L. DARLING, S.L. PHIPPEN ET AL direct 1987-06-01 2016-06-30
WOODSTOCK CORPORATION TRUSTEE indirect 1985-01-01 2017-01-10
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01 2017-01-10
SIMPSON, PAUL, DUNLEIGH ELECTED MANAGER SAGAMORE OPERATIONS & MANAGEMENT LLC 12/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
WOODSTOCK CORPORATION PRESIDENT direct 2003-03-01
WOODSTOCK CORPORATION PRESIDENT,DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 2003-03-01
WOODSTOCK CORPORATION DIRECTOR AND TRUSTEE OF THE M. F. LACROIX TRUSTS FBO RUTH L. DARLING ET AL & SUSANNE L. PHIPPEN ET AL. direct 2003-03-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2016-12-01
WOODSTOCK CORPORATION ELECTED MANAGER indirect 2017-01-01

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