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Dimensional vs State Street: how alike they voted, 2023-2024

92.5% When both took a single position, they voted the same way on 92.5% of 132,231 items (122,303 the same, 9,928 different). 351 items where at least one of them split its funds are listed separately below. Both voted on 132,582 items in all.

Dimensional 2023-2024 · State Street 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 132,582122,3039,928 35192.5%92.4%
Board proposals 99,16890,1998,744 22591.2%91.0%
E&S shareholder proposals 39226725 10091.4%84.4%
Other items 33,02231,8371,159 2696.5%96.4%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

125 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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalState Street
AIRBNB INC. June 5, 2024 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting.
Other Social Issues
Shareholder (E&S) Against AGAINST
11 funds
FOR
19 funds
AUTONATION INC. April 24, 2024 Adoption of stockholder proposal regarding political contributions.
Other Social Issues
Shareholder (E&S) Against AGAINST
18 funds
FOR
11 funds
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented.
Other Social Issues
Shareholder (E&S) Against AGAINST
16 funds
FOR
25 funds
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 AGAINST
13 funds
FOR
22 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
13 funds
FOR
22 funds
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 AGAINST
13 funds
FOR
22 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities.
Other Social Issues
Shareholder (E&S) Against AGAINST
19 funds
FOR
22 funds
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report.
Other Social Issues
Shareholder (E&S) Against AGAINST
19 funds
FOR
22 funds
CISCO SYSTEMS INC. December 6, 2023 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard.
Other Social Issues
Shareholder (E&S) Against AGAINST
13 funds
ABSTAIN
29 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 AGAINST
16 funds
FOR
12 funds
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on transparency in lobbying.
Other Social Issues
Shareholder (E&S) Against AGAINST
11 funds
FOR
21 funds
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions.
Other Social Issues
Shareholder (E&S) Against AGAINST
9 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
16 funds
FOR
22 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children.
Other Social Issues
Shareholder (E&S) Against FOR
17 funds
AGAINST
27 funds
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against AGAINST
16 funds
FOR
22 funds
NOODLES & CO. May 15, 2024 To vote on a stockholder proposal regarding greenhouse gas emissions disclosures.
Environment or Climate
Shareholder (E&S) Against AGAINST
7 funds
FOR
2 funds
NORFOLK SOUTHERN CORP. May 9, 2024 A Shareholder proposal regarding an annual report on lobbying activities, policies and communications.
Other Social Issues
Shareholder (E&S) Contested AGAINST
14 funds
FOR
12 funds
SMITH & WESSON BRANDS INC. September 19, 2023 A stockholder proposal (human rights impact assessment).
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
15 funds
FOR
3 funds
SPIRIT AEROSYSTEMS HOLDINGS INC. April 24, 2024 The Stockholder Proposal titled "Transparency in Political Spending"
Other Social Issues
Shareholder (E&S) Against AGAINST
2 funds
FOR
5 funds
THE WENDY'S COMPANY May 21, 2024 Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
FOR
12 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
16 funds
FOR
23 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding a circular economy for packaging.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
FOR
22 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 AGAINST
16 funds
FOR
9 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
16 funds
FOR
21 funds
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report.
Other Social Issues
Shareholder (E&S) Against AGAINST
16 funds
FOR
21 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 10 AGAINST
AGAINST
28 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 11 AGAINST
AGAINST
29 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
3 FOR, 11 AGAINST
FOR
29 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 11 AGAINST
AGAINST
29 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 11 AGAINST
AGAINST
29 funds
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
FOR
23 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
1 FOR, 27 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
2 FOR, 15 AGAINST
FOR
7 funds
APPLE INC. February 28, 2024 A shareholder proposal entitled "Congruency Report on Privacy and Human Rights"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
28 AGAINST, 1 ABSTAIN
APPLE INC. February 28, 2024 A shareholder proposal entitled "Racial and Gender Pay Gaps"
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 11 AGAINST
Split
1 FOR, 15 AGAINST, 1 ABSTAIN
APPLE INC. February 28, 2024 A shareholder proposal entitled "Report on Ensuring Respect for Civil Liberties"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
14 funds
Split
28 AGAINST, 1 ABSTAIN
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of Al
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
1 FOR, 15 AGAINST, 1 ABSTAIN
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
16 funds
Split
13 AGAINST, 14 ABSTAIN
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
16 funds
Split
13 AGAINST, 14 ABSTAIN
BALLY'S CORP. May 16, 2024 A shareholder proposal regarding a report on the adoption of a smokefree policy.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 6 AGAINST
AGAINST
2 funds
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
FOR
27 funds
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 Split
3 FOR, 13 AGAINST
FOR
27 funds
CAESARS ENTERTAINMENT INC. June 11, 2024 SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 14 AGAINST
AGAINST
18 funds
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
AGAINST
12 funds
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
2 FOR, 13 AGAINST
AGAINST
21 funds
CHARLES SCHWAB CORP. May 23, 2024 Stockholder Proposal on Pay Equity Disclosure
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
FOR
26 funds
CINTAS CORP. October 24, 2023 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 10 AGAINST
FOR
23 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 Split
3 FOR, 10 AGAINST
ABSTAIN
23 funds
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 Split
3 FOR, 13 AGAINST
FOR
22 funds
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on circular packaging.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 12 AGAINST
AGAINST
18 funds
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 12 AGAINST
FOR
18 funds
COTY INC. November 2, 2023 Stockholder proposal regarding a report on plastic packaging reduction
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
AGAINST
10 funds
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
1 FOR, 11 AGAINST
AGAINST
18 funds
DELL TECHNOLOGIES INC. June 27, 2024 Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 8 AGAINST
AGAINST
4 funds
DELTA AIR LINES INC. June 20, 2024 A shareholder proposal requesting the adoption of a non-interference policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 16 AGAINST
AGAINST
18 funds
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to disclose its current greenhouse gas ("GHG") emissions, emissions data for any previous year during which they've been measured, and targets for further reducing its emissions with progress meeting the goals to be disclosed regularly
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 10 AGAINST
FOR
3 funds
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to publish measurable, time-bound targets for eliminating (or at least significantly reducing) gestation crates in its pork supply and regularly report progress meeting them.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 11 AGAINST
AGAINST
3 funds
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 8 AGAINST
AGAINST
21 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 Split
3 FOR, 14 AGAINST
AGAINST
17 funds
DINE BRANDS GLOBAL INC. May 14, 2024 Stockholder proposal regarding climate change policies and climate change risk disclosures.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 10 AGAINST
AGAINST
10 funds
DINE BRANDS GLOBAL INC. May 14, 2024 Stockholder proposal regarding group-housed pork.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 11 AGAINST
AGAINST
10 funds
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 6 AGAINST
AGAINST
9 funds
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 15 AGAINST
AGAINST
22 funds
ELI LILLY AND CO. May 6, 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
2 FOR, 11 AGAINST
AGAINST
26 funds
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 Split
3 FOR, 11 AGAINST
AGAINST
12 funds
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
AGAINST
22 funds
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a "Just Transition" report.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
AGAINST
19 funds
GAMESTOP CORP. June 17, 2024 To consider and vote on the stockholder proposal requesting a Board of Directors skills and diversity matrix, if properly presented at the annual meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
2 FOR, 7 AGAINST
AGAINST
10 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 Split
3 FOR, 13 AGAINST
FOR
22 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
FOR
22 funds
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 15 AGAINST
AGAINST
24 funds
INGLES MARKETS INC. February 13, 2024 Stockholder proposal concerning risk disclosure related to consumer expectations on significant policy matters.
Environment or Climate
Shareholder (E&S) Against AGAINST
20 funds
Split
1 FOR, 3 ABSTAIN
INGLES MARKETS INC. February 13, 2024 Stockholder proposal regarding cage free egg progress disclosure.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 17 AGAINST
AGAINST
4 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Climate Lobbying
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
AGAINST
26 funds
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
3 FOR, 14 AGAINST
AGAINST
26 funds
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 Split
3 FOR, 8 AGAINST
AGAINST
23 funds
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 11 AGAINST
Split
2 FOR, 6 ABSTAIN
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
FOR
27 funds
KELLANOVA April 26, 2024 Shareowner proposal requesting racial and gender pay gap disclosures, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 11 AGAINST
AGAINST
22 funds
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 13 AGAINST
AGAINST
22 funds
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on group-housed pork, if properly presented.
Other Social Issues
Shareholder (E&S) Not determined Split
2 FOR, 14 AGAINST
AGAINST
19 funds
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on recyclability claims, if properly presented.
Environment or Climate
Shareholder (E&S) Not determined Split
3 FOR, 13 AGAINST
AGAINST
19 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 Split
3 FOR, 14 AGAINST
AGAINST
21 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
3 FOR, 14 AGAINST
AGAINST
21 funds
MARKEL GROUP INC. May 22, 2024 Shareholder proposal for a report on the Company's greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
AGAINST
10 funds
MARRIOTT INTERNATIONAL INC. May 10, 2024 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY ANNUALLY PREPARE A RACIAL AND GENDER PAY GAP REPORT
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 10 AGAINST
AGAINST
21 funds
MAXIMUS INC. March 12, 2024 Shareholder proposal regarding the commission of 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) Against Split
4 FOR, 12 AGAINST
Split
2 AGAINST, 8 ABSTAIN
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Poultry Welfare Disclosure.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 10 AGAINST
AGAINST
28 funds
MESA LABORATORIES INC. August 25, 2023 To approve the shareholder proposal to measure and annually present scope 1 through 3 greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
Split
2 FOR, 7 AGAINST
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
AGAINST
27 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
AGAINST
27 funds
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 14 AGAINST
AGAINST
31 funds
MORGAN STANLEY May 23, 2024 Shareholder proposal requesting a clean energy supply financing ratio
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 13 AGAINST
FOR
22 funds
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 Split
3 FOR, 10 AGAINST
Split
23 AGAINST, 1 ABSTAIN
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
13 funds
Split
23 AGAINST, 1 ABSTAIN
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 15 AGAINST
AGAINST
19 funds
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder proposal regarding greenhouse gas reduction.
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 12 AGAINST
FOR
20 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
3 FOR, 11 AGAINST
FOR
25 funds
PACCAR INC April 30, 2024 Stockholder proposal regarding a report on climate-related policy engagement
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 14 AGAINST
AGAINST
24 funds
PAPA JOHN'S INTERNATIONAL INC. May 2, 2024 Stockholder proposal regarding pork housing disclosure.
Other Social Issues
Shareholder (E&S) Against Split
2 FOR, 12 AGAINST
AGAINST
10 funds

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.