13F Holdings Review of Guyasuta Investment Advisors Inc Q3 2022 vs. Q4 2022

In the world of investments, quarterly 13F filings give us a glimpse into the stock market activities of some of the biggest and most successful fund management firms. Guyasuta Investment Advisors Inc is no exception, and their Q3 2022 and Q4 2022 13F filings show some interesting changes in their holdings. In this blog post, we will take a closer look at some of these changes and try to understand what they might indicate.

Microsoft Corp (MSFT)

One stock that saw a minor increase in holdings was Microsoft Corp (MSFT). In Q3 2022, Guyasuta Investment Advisors held 293,167 shares, which increased to 293,616 shares in Q4 2022, an increase of 0.15%. The Q3 2022 value of these shares was $68,279, and this increased to $70,415 in Q4 2022, a change of 3.1%. While this is not a massive change in holdings, it is worth noting that Microsoft has continued to go from strength to strength over recent years, so it is no surprise to see that Guyasuta Investment Advisors has held onto their position in the company.

Thermo Fisher Scientific Inc (TMO)

Another company that saw an increase in holdings was Thermo Fisher Scientific Inc (TMO). In Q3 2022, Guyasuta Investment Advisors held 105,087 shares, which increased to 105,865 shares in Q4 2022, an increase of 0.74%. The Q3 2022 value of these shares was $53,299, and this increased to $58,298 in Q4 2022, a change of 9.4%. Thermo Fisher Scientific provides scientific research equipment, chemicals, and software to customers in a variety of fields, including healthcare, academia, and government. The company's products have been in high demand during the COVID-19 pandemic, which may explain the increase in Guyasuta Investment Advisors' holdings.

Mastercard Incorporated (MA)

Guyasuta Investment Advisors also increased their holdings in Mastercard Incorporated (MA) over the quarter. In Q3 2022, they held 164,244 shares, which decreased slightly to 164,052 shares in Q4 2022, a decrease of 0.12%. However, the Q3 2022 value of these shares was $46,701, and this increased to $57,045 in Q4 2022, a change of 22.2%. Mastercard is one of the biggest credit card companies in the world and has been growing rapidly in recent years. It seems that Guyasuta Investment Advisors is confident that this growth will continue in the future.

Republic Services, Inc (RSG)

One stock that Guyasuta Investment Advisors decreased their holdings in was Republic Services, Inc (RSG). In Q3 2022, they held 392,651 shares, which decreased to 372,082 shares in Q4 2022, a decrease of 5.24%. The Q3 2022 value of these shares was $53,416, and this decreased to $47,994 in Q4 2022, a change of -10.1%. Republic Services is a waste management company that operates in the United States. While the company has been performing well in recent years, it seems that Guyasuta Investment Advisors may have decided to take some of their profits and invest them elsewhere.

Conclusion

Overall, the 13F filings of Guyasuta Investment Advisors Inc for Q3 2022 and Q4 2022 show a mixed bag of changes in holdings. While they increased their holdings in some companies such as Microsoft and Thermo Fisher Scientific, they decreased their holdings in others such as Republic Services. It is always interesting to see what some of the biggest and most successful fund management firms are investing in and why, and these filings give us a glimpse into that world. It will be interesting to see how these holdings change in the future and whether they continue to perform well.