GUYASUTA INVESTMENT ADVISORS INC

HTTPS://GUYASUTA.COM PITTSBURGH, PA Investment Advisor How do I update this listing?

Guyasuta Investment Advisors is based out of Pittsburgh. Guyasuta Investment Advisors is a large advisory firm with 355 clients and discretionary assets under management (AUM) of $1,310,835,000 (Form ADV from 2018-10-01). Their last reported 13F filing for Q3 2019 included $967,244,000 in managed 13F securities and a top 10 holdings concentration of 37.58%. Guyasuta Investment Advisors's largest holding is Mastercard Inc with shares held of 181,415. Guyasuta Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $967.244 Million
  • Prior Market Value $962.383 Million
  • New Purchases14 stocks
  • Additional Purchases49 stocks
  • Sold out of18 stocks
  • Reduced holdings in66 stocks
  • Top 10 Holdings % 37.58 %
  • Turnover % [1]:15.76%
  • Turnover Alt % [2]: 5.93 %
  • Time Held Top20:23.20 quarters
  • Time Held Top10:15.10 quarters
  • Time Held All:27.34 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 2019-11-14

Performance for Q3 2019: 5.82%
Performance Last 4 Quarters: 14.89%
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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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 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)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GUYASUTA INVESTMENT ADVISORS, INCORPORATED
285 KAPPA DRIVE SUITE 220
PITTSBURGH PA    15238
Country: United States

Business Phone: 412-447-4560
Fax: 412-447-4579
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 627,229,000
Total Number of Clients: 355
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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Form 4 - Recent Insider Transactions

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GUYASUTA INVESTMENT ADVISORS, INCORPORATED

ownership team - last updated 2019-03-06
Name Title Start Date Direct/Indirect % Ownership
FOSTER, NANCY, BRADSHAW PRESIDENT 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED MANAGING DIRECTOR direct 2003-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-12-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2012-02-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2012-04-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2013-08-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2016-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2017-02-01
BARTOSH, RONALD, LEWIS PARTNER & CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER & CHIEF COMPLIANCE OFFICER direct 2012-02-01
BEUKEMA, HENRY, SHAW CHAIRMAN & CEO 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-12-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2012-04-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2013-08-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2016-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2017-02-01
TEPLITZ, MATTHEW, JAY PARTNER 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2012-08-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2017-02-01
MAGOVERN, PAUL, JAMES PARTNER 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2017-02-01
TODD, JEFFREY, BATON PARTNER 01/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2019-01-01

GUYASUTA INVESTMENT ADVISORS, INCORPORATED

ownership team - last updated 2017-03-29
Name Title Start Date Direct/Indirect % Ownership
MEYER, RICHARD, BATON VICE CHAIRMAN 01/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED VICE CHAIRMAN direct 2016-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED MANAGING DIRECTOR direct 1998-03-01 2002-03-27
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 1998-03-01 2002-11-12
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2002-10-01 2009-02-27
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2009-12-01 2011-03-30
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2012-02-01 2012-03-30
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2012-04-01 2013-03-20
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2013-08-01 2015-03-09
FOSTER, NANCY, BRADSHAW PRESIDENT 02/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED MANAGING DIRECTOR direct 2003-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-12-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2012-02-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2012-04-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2013-08-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2016-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2017-02-01
BARTOSH, RONALD, LEWIS PARTNER & CHIEF COMPLIANCE OFFICER 02/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER & CHIEF COMPLIANCE OFFICER direct 2012-02-01
BEUKEMA, HENRY, SHAW CHAIRMAN & CEO 02/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2009-12-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2012-04-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PRESIDENT direct 2013-08-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2016-01-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED CHAIRMAN & CEO direct 2017-02-01
TEPLITZ, MATTHEW, JAY PARTNER 02/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2012-08-01
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2017-02-01
MAGOVERN, PAUL, JAMES PARTNER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUYASUTA INVESTMENT ADVISORS, INCORPORATED PARTNER direct 2017-02-01

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