Baillie Gifford 13F holdings, Q1 1999
Holdings as of March 31, 1999 · filings on SEC EDGAR · latest filing →
Baillie Gifford disclosed 84 US equity positions worth $1.3bn in its Q1 1999 13F filing. The largest position was D Schering-Plough at 12.4% of the reported book, followed by D Walgreen and D Golden West Financial.
What did Baillie Gifford own in Q1 1999? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | D Schering-Plough | 12.4% | $164.1m | 2,970,066 | – | ||
| 2 | D Walgreen | 6.4% | $85.3m | 3,020,240 | – | ||
| 3 | D Golden West Financial | 6.0% | $79.8m | 835,952 | – | ||
| 4 | INTC D Intel | Technology | 5.7% | $75.5m | 635,390 | – | |
| 5 | CLX D Clorox | Consumer Defensive | 5.7% | $74.9m | 639,341 | – | |
| 6 | IBM D IBM | Technology | 5.6% | $74.4m | 429,680 | – | |
| 7 | D MCI WorldCom | 5.1% | $67.8m | 765,670 | – | ||
| 8 | D Costco Companies | 4.7% | $62.4m | 681,800 | – | ||
| 9 | PFE D Pfizer | Healthcare | 4.5% | $59.1m | 425,610 | – | |
| 10 | PGR D Progressive | Financial Services | 4.2% | $56.0m | 389,925 | – | |
| 11 | CSCO D Cisco Systems | Technology | 4.2% | $55.7m | 508,160 | – | |
| 12 | SLB D Schlumberger | Energy | 3.8% | $50.9m | 845,507 | – | |
| 13 | D Philip Morris | 3.7% | $48.9m | 1,390,140 | – | ||
| 14 | D Sun Microsystems | 3.7% | $48.4m | 387,130 | – | ||
| 15 | D Unicom | 2.6% | $35.0m | 958,120 | – | ||
| 16 | MSFT D Microsoft | Technology | 2.5% | $33.4m | 373,000 | – | |
| 17 | D Times Mirror A | 2.5% | $33.2m | 613,050 | – | ||
| 18 | D Firstar Corporation | 2.0% | $25.9m | 289,050 | – | ||
| 19 | D Frontier | 1.5% | $19.7m | 380,200 | – | ||
| 20 | D Clorox | 1.4% | $19.0m | 162,250 | – | ||
| 21 | GD D General Dynamics | Industrials | 1.2% | $15.2m | 275,627 | – | |
| 22 | D SunTrust Banks | 1.0% | $13.8m | 221,700 | – | ||
| 23 | D BCE Inc | 0.7% | $9.7m | 220,300 | – | ||
| 24 | D Dril-Quip | 0.6% | $7.9m | 356,000 | – | ||
| 25 | BMO D Bank Of Montreal | Financial Services | 0.5% | $6.6m | 165,700 | – | |
| 26 | D Strayer Education | 0.3% | $4.1m | 110,600 | – | ||
| 27 | D Wrigley,William | 0.3% | $3.8m | 41,550 | – | ||
| 28 | D Dial Corp | 0.3% | $3.7m | 108,000 | – | ||
| 29 | D Queens Bancorp | 0.3% | $3.5m | 127,900 | – | ||
| 30 | BF/B D Brown-Forman B | 0.2% | $3.3m | 57,200 | – | ||
| 31 | D Sbc Communications DECs 7.75%2001 | 0.2% | $3.1m | 66,400 | – | ||
| 32 | D DeVry | 0.2% | $3.0m | 104,000 | – | ||
| 33 | D Newport News Shipbuilding | 0.2% | $2.9m | 91,000 | – | ||
| 34 | D Fannie Mae | 0.2% | $2.9m | 41,450 | – | ||
| 35 | D Black Box | 0.2% | $2.8m | 89,820 | – | ||
| 36 | D Barrett Resources | 0.2% | $2.8m | 110,000 | – | ||
| 37 | D Gannett | 0.2% | $2.7m | 42,900 | – | ||
| 38 | ITW D Illinois Tool Works | Industrials | 0.2% | $2.7m | 43,500 | – | |
| 39 | D Landauer | 0.2% | $2.7m | 110,500 | – | ||
| 40 | D US Foodservice | 0.2% | $2.6m | 57,000 | – | ||
| 41 | D Central Newspapers | 0.2% | $2.6m | 85,000 | – | ||
| 42 | D Westpoint Stevens | 0.2% | $2.6m | 92,300 | – | ||
| 43 | D Choicepoint | 0.2% | $2.5m | 51,000 | – | ||
| 44 | D Coastal Corp | 0.2% | $2.5m | 75,200 | – | ||
| 45 | D Molex | 0.2% | $2.4m | 80,500 | – | ||
| 46 | D Transaction Systems Architects | 0.2% | $2.2m | 61,600 | – | ||
| 47 | STE D Steris | Healthcare | 0.2% | $2.2m | 81,400 | – | |
| 48 | D Arden Realty Group | 0.2% | $2.1m | 96,000 | – | ||
| 49 | D Alberta Energy | 0.2% | $2.1m | 86,000 | – | ||
| 50 | D Inspire Insurance | 0.1% | $1.9m | 102,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.