BAILLIE GIFFORD OVERSEAS LTD — 13F Holdings

2001 Q3  ·  82 Positions

2001 Q3 Portfolio Activity

In 2001 Q3, BAILLIE GIFFORD OVERSEAS LTD maintained a portfolio of 82 distinct positions. They heavily accumulated shares in D BCE Inc , increasing the position by 11933.5%. Conversely, BAILLIE GIFFORD OVERSEAS LTD completely exited their position in D BCE Inc .
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
82
Quarter
2001 Q3
Top Holding
SGP (12.9%)
Top 10 Concentration
63.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 82

BAILLIE GIFFORD OVERSEAS LTD Full Holdings List — 2001 Q3

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SGP
D Schering-Plou...
Healthcare 12.87% 12.87% #1
Prev: #1
7.0
no change no change
P
S
142,962,834 $7,990,191,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
CLX
D Clorox ...
Consumer Defensive 7.36% 7.36% #2
Prev: #2
5.4
no change no change
P
S
38,507,559 $4,570,194,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
WAG
D Walgreen ...
Unknown 6.64% 6.64% #3
Prev: #3
4.7
no change no change
P
S
143,923,760 $4,124,853,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
GDW
D Golden West F...
Unknown 6.24% 6.24% #4
Prev: #4
4.0
no change no change
P
S
40,069,325 $3,874,239,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
IBM
D IBM ...
Technology 5.87% 5.87% #5
Prev: #5
3.8
no change no change
P
S
20,317,450 $3,645,833,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
WCOM
D MCI WorldCom ...
Unknown 5.32% 5.32% #6
Prev: #6
3.1
no change no change
P
S
36,869,830 $3,304,731,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
INTC
D Intel ...
Technology 5.23% 5.23% #7
Prev: #7
3.1
no change no change
P
S
27,059,510 $3,248,649,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
COST
D Costco Compan...
Consumer Defensive 4.87% 4.87% #8
Prev: #8
2.9
no change no change
P
S
32,544,200 $3,023,432,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
PFE
D Pfizer ...
Healthcare 4.55% 4.55% #9
Prev: #9
2.8
no change no change
P
S
19,933,290 $2,825,385,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
CSCO
D Cisco Systems...
Technology 4.38% 4.38% #10
Prev: #10
2.8
no change no change
P
S
24,584,840 $2,719,082,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
PGR
D Progressive ...
Financial Services 4.36% 4.36% #11
Prev: #11
2.7
no change no change
P
S
18,566,325 $2,708,532,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
SLB
D Schlumberger ...
Energy 3.99% 3.99% #12
Prev: #12
2.6
no change no change
P
S
40,601,843 $2,475,925,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
MO
D Philip Morris...
Consumer Defensive 3.87% 3.87% #13
Prev: #13
2.5
no change no change
P
S
67,512,160 $2,402,325,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
JAVA
D Sun Microsyst...
Unknown 3.79% 3.79% #14
Prev: #14
2.5
no change no change
P
S
18,666,970 $2,355,898,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
FSR
D Firstar Corpo...
Unknown 2.78% 2.78% #15
Prev: #15
2.1
no change no change
P
S
18,830,100 $1,725,281,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
TMC
D Times Mirror ...
Basic Materials 2.59% 2.59% #16
Prev: #16
2.0
no change no change
P
S
29,225,850 $1,607,907,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
MSFT
D Microsoft ...
Technology 2.58% 2.58% #17
Prev: #17
2.0
no change no change
P
S
17,557,000 $1,604,309,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
FRO
D Frontier ...
Energy 1.57% 1.57% #18
Prev: #18
1.6
no change no change
P
S
18,629,800 $976,822,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
GD
D General Dynam...
Industrials 1.19% 1.19% #19
Prev: #19
1.5
no change no change
P
S
11,237,600 $737,409,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
STI
D SunTrust Bank...
Industrials 1.08% 1.08% #20
Prev: #20
1.4
no change no change
P
S
10,701,300 $673,600,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D BCE Inc ...
Unknown 0.75% 0.75% #21
Prev: #21
1.3
no change no change
P
S
10,461,700 $468,556,000 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Dril-Quip ...
Unknown 0.62% 0.62% #22
Prev: #22
1.2
no change no change
P
S
17,444,000 $385,685,000 13F Filing 2001-09-30 2001-11-14 (Est.)
BMO
D Bank Of Montr...
Financial Services 0.51% 0.51% #23
Prev: #23
1.2
no change no change
P
S
7,883,500 $318,788,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
STRA
D Strayer Educa...
Consumer Defensive 0.32% 0.32% #24
Prev: #24
1.1
no change no change
P
S
5,419,400 $200,948,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
DL
D Dial Corp ...
Unknown 0.29% 0.29% #25
Prev: #25
1.1
no change no change
P
S
5,292,000 $182,303,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Queens Bancor...
Unknown 0.28% 0.28% #26
Prev: #26
1.1
no change no change
P
S
6,267,100 $172,469,000 13F Filing 2001-09-30 2001-11-14 (Est.)
WWY
D Wrigley,Willi...
Unknown 0.27% 0.27% #27
Prev: #27
1.1
no change no change
P
S
1,675,950 $165,563,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
BF/B
D Brown-Forman ...
Consumer Defensive 0.24% 0.24% #28
Prev: #28
1.1
no change no change
P
S
2,394,200 $151,552,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
DV
D DeVry ...
Communication Services 0.24% 0.24% #29
Prev: #29
1.1
no change no change
P
S
5,096,000 $148,101,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
NNS
D Newport News ...
Unknown 0.23% 0.23% #30
Prev: #30
1.1
no change no change
P
S
4,459,000 $141,598,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
ITW
D Illinois Tool...
Industrials 0.22% 0.22% #31
Prev: #31
1.1
no change no change
P
S
2,131,500 $136,777,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
BBOX
D Black Box ...
Unknown 0.22% 0.22% #32
Prev: #32
1.1
no change no change
P
S
4,401,180 $136,730,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Landauer ...
Unknown 0.21% 0.21% #33
Prev: #33
1.1
no change no change
P
S
5,414,500 $130,905,000 13F Filing 2001-09-30 2001-11-14 (Est.)
USF
D US Foodservic...
Unknown 0.21% 0.21% #34
Prev: #34
1.1
no change no change
P
S
2,793,000 $130,153,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Central Newsp...
Unknown 0.21% 0.21% #35
Prev: #35
1.1
no change no change
P
S
4,165,000 $129,914,000 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Westpoint Ste...
Unknown 0.20% 0.20% #36
Prev: #36
1.1
no change no change
P
S
4,522,700 $125,491,000 13F Filing 2001-09-30 2001-11-14 (Est.)
CPS
D Choicepoint ...
Consumer Cyclical 0.20% 0.20% #37
Prev: #37
1.1
no change no change
P
S
2,499,000 $124,905,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
MOLX
D Molex ...
Unknown 0.18% 0.18% #38
Prev: #38
1.1
no change no change
P
S
3,507,100 $109,762,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
TSAI
D Transaction S...
Unknown 0.18% 0.18% #39
Prev: #39
1.1
no change no change
P
S
3,018,400 $108,896,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
STE
D Steris ...
Healthcare 0.17% 0.17% #40
Prev: #40
1.1
no change no change
P
S
3,988,600 $106,425,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
ARI
D Arden Realty ...
Real Estate 0.17% 0.17% #41
Prev: #41
1.1
no change no change
P
S
4,704,000 $104,889,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
GCI
D Gannett ...
Unknown 0.17% 0.17% #42
Prev: #42
1.1
no change no change
P
S
1,401,900 $104,727,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
CGP
D Coastal Corp ...
Unknown 0.17% 0.17% #43
Prev: #43
1.1
no change no change
P
S
2,707,400 $102,764,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Alberta Energ...
Unknown 0.16% 0.16% #44
Prev: #44
1.1
no change no change
P
S
3,854,000 $97,817,000 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Inspire Insur...
Unknown 0.15% 0.15% #45
Prev: #45
1.1
no change no change
P
S
4,998,000 $95,166,000 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Community Fir...
Unknown 0.13% 0.13% #46
Prev: #46
1.1
no change no change
P
S
4,169,900 $83,577,000 13F Filing 2001-09-30 2001-11-14 (Est.)
RPM
D RPM Inc. ...
Basic Materials 0.13% 0.13% #47
Prev: #47
1.1
no change no change
P
S
5,992,700 $79,949,000 1999 Q1 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Journal Regis...
Unknown 0.12% 0.12% #48
Prev: #48
1.0
no change no change
P
S
6,409,200 $77,076,000 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D NCS Healthcar...
Unknown 0.12% 0.12% #49
Prev: #49
1.0
no change no change
P
S
6,076,000 $73,069,000 13F Filing 2001-09-30 2001-11-14 (Est.)
N/A
D Bank United ...
Unknown 0.11% 0.11% #50
Prev: #50
1.0
no change no change
P
S
1,715,000 $70,251,000 13F Filing 2001-09-30 2001-11-14 (Est.)
Showing 1-50 of 82 holdings

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