Home › Asset managers › Compare 2023-2024 › American Century vs JPMorgan
American Century 2023-2024 · JPMorgan 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 11,491 | 9,853 | 1,366 | 272 | 87.8% | 86.9% |
| Board proposals | 9,234 | 7,943 | 1,115 | 176 | 87.7% | 86.8% |
| E&S shareholder proposals | 260 | 158 | 27 | 75 | 85.4% | 82.3% |
| Other items | 1,997 | 1,752 | 224 | 21 | 88.7% | 88.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
102 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | American Century | JPMorgan |
|---|---|---|---|---|---|---|
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a lobbying report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
FOR 20 funds |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on online safety for children Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
FOR 20 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
FOR 36 funds |
| CAMPBELL SOUP CO. | November 29, 2023 | To vote on a shareholder proposal regarding a report relating to the progress of our cage-free egg commitment. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 5 funds |
FOR 7 funds |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 4 funds |
FOR 8 funds |
| CINTAS CORP. | October 24, 2023 | A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
FOR 16 funds |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
FOR 3 funds |
| CROWN HOLDINGS INC. | May 2, 2024 | Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Not determined | FOR 7 funds |
AGAINST 5 funds |
| DICK'S SPORTING GOODS INC. | June 12, 2024 | Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 10 funds |
FOR 13 funds |
| DRAFTKINGS INC. | May 13, 2024 | To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues |
Shareholder (E&S) | Against | FOR 3 funds |
AGAINST 2 funds |
| FORD MOTOR CO. | May 9, 2024 | Relating to Disclosure of the Company's Reliance on Child Labor Outside of the United States. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 6 funds |
FOR 4 funds |
| GENERAL ELECTRIC CO. | May 7, 2024 | Report Analyzing Risks Arising from Voluntary Carbon-Reduction Commitments Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
FOR 3 funds |
| GENERAL MOTORS CO. | June 4, 2024 | Shareholder Proposal Requesting a Report on the Use of Child Labor in Connection with the Company's EV Supply Chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 10 funds |
FOR 3 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
FOR 6 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
FOR 6 funds |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Shareowner Proposal Concerning a Report on the Company's LGBTQ+ Equity and Inclusions Efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 9 funds |
AGAINST 14 funds |
| KELLANOVA | April 26, 2024 | Shareowner proposal requesting the Company report on the risks to the Company associated with pesticide use in its supply chain, if properly presented at meeting. Environment or Climate |
Shareholder (E&S) | Against | FOR 6 funds |
AGAINST 7 funds |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 8 funds |
AGAINST 13 funds |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues |
Shareholder (E&S) | Against | FOR 8 funds |
AGAINST 13 funds |
| MICROCHIP TECHNOLOGY INC. | August 22, 2023 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
FOR 8 funds |
| PACCAR INC | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
FOR 9 funds |
| QUEST DIAGNOSTICS INC. | May 16, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
FOR 16 funds |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
FOR 6 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. Environment or Climate |
Shareholder (E&S) | Against | FOR 11 funds |
AGAINST 8 funds |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a political expenditures report. Other Social Issues |
Shareholder (E&S) | Contested | FOR 9 funds |
AGAINST 11 funds |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 25 funds |
FOR 32 funds |
| WARRIOR MET COAL INC. | April 25, 2024 | STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | FOR 7 funds |
AGAINST 6 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 3 FOR, 33 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 19 AGAINST |
AGAINST 36 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 20 AGAINST |
AGAINST 36 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 3 FOR, 33 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 3 FOR, 33 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 16 AGAINST |
AGAINST 36 funds |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 2 FOR, 9 AGAINST |
| AMKOR TECHNOLOGY INC. | May 14, 2024 | Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 4 FOR, 10 AGAINST |
FOR 5 funds |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 7 AGAINST |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 FOR, 7 AGAINST |
| BADGER METER INC. | April 26, 2024 | SHAREHOLDER PROPOSAL REQUESTING THE BOARD TO PREPARE A REPORT ON HIRING PRACTICES. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 FOR, 6 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 4 FOR, 31 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 4 FOR, 31 AGAINST |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 5 AGAINST |
AGAINST 21 funds |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 FOR, 20 AGAINST |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 4 AGAINST |
FOR 21 funds |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 FOR, 11 AGAINST |
| BOYD GAMING CORP. | May 9, 2024 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Against | Split 6 FOR, 7 AGAINST |
AGAINST 11 funds |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 1 FOR, 5 AGAINST |
| CENTENE CORP. | May 14, 2024 | STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate |
Shareholder (E&S) | Against | Split 11 FOR, 6 AGAINST |
AGAINST 22 funds |
| CENTERPOINT ENERGY INC. | April 26, 2024 | Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 5 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 10 AGAINST |
Split 1 FOR, 26 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Report on Plastic Demand Scenario Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 1 FOR, 26 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 FOR, 14 AGAINST |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Stockholder proposal requesting an annual public report on Coca-Cola Consolidated's efforts to prevent harassment and discrimination in the workplace. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 10 AGAINST |
AGAINST 5 funds |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 24 AGAINST |
| DARDEN RESTAURANTS INC. | September 20, 2023 | To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 6 FOR, 4 AGAINST |
AGAINST 12 funds |
| EDISON INTERNATIONAL | April 25, 2024 | Shareholder Proposal Regarding Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 1 FOR, 10 AGAINST |
| ENCOMPASS HEALTH CORP. | May 2, 2024 | A vote on a resolution requesting a report on the effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 13 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 10 FOR, 6 AGAINST |
Split 1 FOR, 33 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Plastic Production Under SCS Scenario Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 12 AGAINST |
Split 1 FOR, 33 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 5 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 5 FOR, 1 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 6 funds |
Split 2 FOR, 4 AGAINST |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 18 AGAINST |
| IDEX CORP. | May 7, 2024 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 9 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 9 AGAINST |
Split 1 FOR, 11 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 11 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate |
Shareholder (E&S) | Against | Split 12 FOR, 4 AGAINST |
Split 1 FOR, 11 AGAINST |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2024 | Commission a third-party assessment on the Company's commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 5 funds |
Split 1 FOR, 3 AGAINST |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 7 funds |
Split 3 FOR, 24 AGAINST |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 FOR, 20 AGAINST |
| KEURIG DR PEPPER INC. | June 10, 2024 | To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 9 AGAINST |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | May 14, 2024 | Vote on a stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 5 AGAINST |
AGAINST 12 funds |
| LENNAR CORP. | April 10, 2024 | Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 6 AGAINST |
AGAINST 13 funds |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 3 FOR, 32 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 43 FOR, 2 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 43 FOR, 2 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 14 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 3 FOR, 14 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 2 FOR, 24 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 2 FOR, 24 AGAINST |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 3 FOR, 30 AGAINST |
| ROSS STORES INC. | May 22, 2024 | To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 1 FOR, 17 AGAINST |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 4 funds |
Split 1 FOR, 4 AGAINST |
| SKECHERS U.S.A. INC. | May 23, 2024 | Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 7 AGAINST |
AGAINST 3 funds |
| SKYWORKS SOLUTIONS INC. | May 14, 2024 | To approve a stockholder proposal regarding adoption of greenhouse gas emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 7 AGAINST |
AGAINST 6 funds |
| SONOCO PRODUCTS CO. | April 17, 2024 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 11 FOR, 8 AGAINST |
AGAINST 5 funds |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 18 AGAINST |
AGAINST 23 funds |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 15 FOR, 5 AGAINST |
FOR 23 funds |
| THE TJX COMPANIES, INC. | June 4, 2024 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 3 FOR, 31 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 7 AGAINST |
AGAINST 32 funds |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 8 funds |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 3 FOR, 21 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 25 funds |
Split 1 FOR, 31 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 20 funds |
Split 2 FOR, 13 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 20 funds |
Split 2 FOR, 13 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 3 FOR, 35 AGAINST |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 6 AGAINST |
Split 1 FOR, 12 AGAINST |
| WEIS MARKETS INC. | May 2, 2024 | Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
FOR 2 funds |
| WEIS MARKETS INC. | May 2, 2024 | Shareholder proposal requesting a report on how the Company is prioritizing the humane treatment of animals in its Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 2 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 31 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 2 FOR, 30 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.