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
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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 | 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