Ownership history in GUYASUTA INVESTMENT ADVISORS INC Β· 22 quarters on record
This page tracks every 13F SEC filing in which GUYASUTA INVESTMENT ADVISORS INC reported a position in TAIWAN SEMICONDUCTOR MFG LTD (TSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π GUYASUTA INVESTMENT ADVISORS INC outperformed the S&P 500 by +31.4% annually on this TSM position. Timing score: 70% (7/10 decisions correct). Average cost basis: $239.24. Maximum drawdown during holding period: β42.1%.
π₯ Exceptional β beat the S&P 500 by 31.4% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $70.89 (2022 Q4) Β· Worst: $303.04 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 3 trims. Bought during 0 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π GUYASUTA INVESTMENT ADVISORS INC has been actively increasing its TSM allocation β a bullish signal from insiders.
Currently 2.06% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size