Jeff Auxier's UNM Position Overview
Jeff Auxier (via Auxier Asset Management LLC) currently holds 57,371 shares of Unum Group (UNM) worth $4.46 M, representing 0.63% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeff Auxier has maintained a long-term strategic position in UNM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 31,300 shares. Largest reduction occurred in Q3 2016, reducing 9,144 shares.
Analysis based on 13F filings available since 2013 Q2
Jeff Auxier's Unum Group (UNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Unum Group (UNM) Trades by Jeff Auxier
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +38,605 | Add 0.00% | 38,604 | $29.38 |
| Q3 2014 | +200 | Add 0.52% | 38,804 | $34.38 |
| Q4 2014 | +31,300 | Add 80.66% | 70,104 | $34.88 |
| Q1 2015 | +17,817 | Add 25.42% | 87,921 | $33.73 |
| Q2 2015 | +7,800 | Add 8.87% | 95,721 | $35.75 |
| Q3 2015 | +700 | Add 0.73% | 96,421 | $32.08 |
| Q4 2015 | -2,600 | Reduce 2.70% | 93,821 | $33.29 |
| Q1 2016 | -950 | Reduce 1.01% | 92,871 | $30.92 |
| Q2 2016 | -138 | Reduce 0.15% | 92,733 | $31.79 |
| Q3 2016 | -9,144 | Reduce 9.86% | 83,589 | $35.32 |
| Q4 2016 | -5,232 | Reduce 6.26% | 78,357 | $43.93 |
| Q1 2017 | +32 | Add 0.04% | 78,389 | $46.89 |
| Q3 2017 | -150 | Reduce 0.19% | 78,239 | $51.13 |
| Q4 2017 | -425 | Reduce 0.54% | 77,814 | $54.89 |
| Q1 2018 | -1,330 | Reduce 1.71% | 76,484 | $47.60 |
| Q2 2018 | -733 | Reduce 0.96% | 75,751 | $36.99 |
| Q3 2018 | -217 | Reduce 0.29% | 75,534 | $39.07 |
| Q4 2018 | -569 | Reduce 0.75% | 74,965 | $29.37 |
| Q1 2019 | -350 | Reduce 0.47% | 74,615 | $33.83 |
| Q2 2019 | -582 | Reduce 0.78% | 74,033 | $33.55 |
| Q3 2019 | -586 | Reduce 0.79% | 73,447 | $29.72 |
| Q4 2019 | -210 | Reduce 0.29% | 73,237 | $29.17 |
| Q1 2020 | -900 | Reduce 1.23% | 72,337 | $15.01 |
| Q2 2020 | -150 | Reduce 0.21% | 72,187 | $16.60 |
| Q3 2020 | -836 | Reduce 1.16% | 71,351 | $16.83 |
| Q4 2020 | -279 | Reduce 0.39% | 71,072 | $22.93 |
| Q1 2021 | -135 | Reduce 0.19% | 70,937 | $27.83 |
| Q2 2021 | -1,567 | Reduce 2.21% | 69,370 | $28.40 |
| Q3 2021 | -438 | Reduce 0.63% | 68,932 | $25.05 |
| Q4 2021 | -215 | Reduce 0.31% | 68,717 | $24.56 |
| Q3 2022 | -400 | Reduce 0.58% | 68,317 | $38.80 |
| Q4 2022 | -5,215 | Reduce 7.63% | 63,102 | $41.03 |
| Q1 2023 | -1,185 | Reduce 1.88% | 61,917 | $39.56 |
| Q2 2023 | -2,078 | Reduce 3.36% | 59,839 | $47.70 |
| Q3 2023 | -177 | Reduce 0.30% | 59,662 | $49.19 |
| Q4 2023 | -365 | Reduce 0.61% | 59,297 | $45.22 |
| Q1 2024 | -600 | Reduce 1.01% | 58,697 | $53.66 |
| Q2 2024 | +429 | Add 0.73% | 59,126 | $51.11 |
| Q3 2024 | +61 | Add 0.10% | 59,187 | $59.44 |
| Q4 2024 | -1,435 | Reduce 2.42% | 57,752 | $73.03 |
| Q1 2025 | -25 | Reduce 0.04% | 57,727 | $81.46 |
| Q2 2025 | -163 | Reduce 0.28% | 57,564 | $80.76 |
| Q3 2025 | -193 | Reduce 0.34% | 57,371 | $77.78 |
Jeff Auxier's Unum Group Investment FAQs
Jeff Auxier first purchased Unum Group (UNM) in Q2 2013, acquiring 38,604 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier has held Unum Group (UNM) for 50 quarters since Q2 2013.
Jeff Auxier's largest addition to Unum Group (UNM) was in Q2 2013, adding 38,604 shares worth $1.13 M.
According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 57,371 shares of Unum Group (UNM), valued at approximately $4.46 M.
As of the Q3 2025 filing, Unum Group (UNM) represents approximately 0.63% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings.
Jeff Auxier's peak holding in Unum Group (UNM) was 96,421 shares, as reported at the end of Q3 2015.