Home › Asset managers › Compare 2023-2024 › Fidelity vs Equitable
Fidelity 2023-2024 · Equitable 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 68,060 | 58,078 | 2,054 | 7,928 | 96.6% | 92.1% |
| Board proposals | 56,966 | 48,146 | 1,880 | 6,940 | 96.2% | 91.6% |
| E&S shareholder proposals | 421 | 134 | 2 | 285 | 98.5% | 79.3% |
| Other items | 10,673 | 9,798 | 172 | 703 | 98.3% | 95.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
285 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 | Fidelity | Equitable |
|---|---|---|---|---|---|---|
| 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 71 funds |
Split 1 FOR, 24 AGAINST |
| 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 8 funds |
Split 10 FOR, 3 AGAINST |
| NORTHERN TRUST CORP. | April 16, 2024 | Stockholder proposal to ascertain voting preferences. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 44 funds |
Split 1 FOR, 19 AGAINST |
| NORTHROP GRUMMAN CORP. | May 15, 2024 | Shareholder proposal to annually conduct an evaluation and issue a report describing the alignment of the Company's political activities with its human rights policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 57 funds |
Split 1 FOR, 19 AGAINST |
| NVR INC. | May 7, 2024 | Shareholder proposal to expand political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | Split 20 FOR, 23 AGAINST |
Split 3 FOR, 17 AGAINST |
| 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 | AGAINST 43 funds |
Split 3 FOR, 17 AGAINST |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 34 funds |
Split 11 FOR, 6 AGAINST |
| OLD DOMINION FREIGHT LINE INC. | May 15, 2024 | Shareholder proposal regarding greenhouse gas reduction. Environment or Climate |
Shareholder (E&S) | Against | Split 46 FOR, 1 AGAINST |
Split 13 FOR, 9 AGAINST |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 63 funds |
Split 21 FOR, 3 AGAINST |
| PACCAR INC | April 30, 2024 | Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate |
Shareholder (E&S) | Against | Split 21 FOR, 27 AGAINST |
Split 10 FOR, 7 AGAINST |
| PAPA JOHN'S INTERNATIONAL INC. | May 2, 2024 | Stockholder proposal regarding pork housing disclosure. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 14 AGAINST |
Split 3 FOR, 4 AGAINST |
| PARAMOUNT GLOBAL | June 4, 2024 | A stockholder proposal, if properly presented at the meeting, requesting that the Company prepare and disclose a "transparency report" regarding its use of artificial intelligence. Other Social Issues |
Shareholder (E&S) | Against | FOR 11 funds |
Split 2 FOR, 1 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Global Transparency Report. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 49 funds |
Split 2 FOR, 21 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Gender-Based Compensation Gaps and Associated Risks. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 49 funds |
Split 1 FOR, 22 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 48 funds |
Split 10 FOR, 11 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 49 funds |
Split 2 FOR, 21 AGAINST |
| PEPSICO INC. | May 1, 2024 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Not determined | AGAINST 49 funds |
Split 2 FOR, 21 AGAINST |
| PFIZER INC. | April 25, 2024 | Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 1 FOR, 15 AGAINST |
| PHILLIPS 66 | May 15, 2024 | Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 55 funds |
Split 2 FOR, 19 AGAINST |
| PNC FINANCIAL SERVICES GROUP INC. | April 24, 2024 | Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 63 funds |
Split 1 FOR, 19 AGAINST |
| 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 | Split 8 FOR, 16 AGAINST |
Split 11 FOR, 7 AGAINST |
| REPUBLIC SERVICES INC. | May 23, 2024 | Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 1 FOR, 17 AGAINST, 1 ABSTAIN |
| 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 45 funds |
Split 1 FOR, 21 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 30 funds |
Split 1 FOR, 18 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 10 FOR, 8 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 3 FOR, 8 AGAINST, 6 ABSTAIN |
| RYDER SYSTEM INC. | May 3, 2024 | To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
AGAINST 8 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 | Split 13 FOR, 7 AGAINST |
AGAINST 8 funds |
| 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 53 funds |
Split 9 FOR, 12 AGAINST |
| SHELL PLC | May 21, 2024 | Advise Shell to Align its Medium-Term Emissions Reduction Targets Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 42 AGAINST |
AGAINST 3 funds |
| 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 18 FOR, 9 AGAINST |
AGAINST 9 funds |
| SKYWEST INC. | May 7, 2024 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 12 FOR, 4 AGAINST |
Split 2 FOR, 3 AGAINST |
| 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 | AGAINST 34 funds |
Split 1 FOR, 19 AGAINST |
| 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 12 funds |
Split 2 FOR, 4 AGAINST |
| SONOCO PRODUCTS CO. | April 17, 2024 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 7 FOR, 16 AGAINST |
Split 4 FOR, 4 AGAINST, 1 ABSTAIN |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 65 AGAINST |
Split 1 FOR, 19 AGAINST |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | April 24, 2024 | The Stockholder Proposal titled "Transparency in Political Spending" Other Social Issues |
Shareholder (E&S) | Against | Split 20 FOR, 17 AGAINST |
Split 3 FOR, 2 AGAINST |
| STRYKER CORP. | May 9, 2024 | Shareholder Proposal on Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Not determined | Split 34 FOR, 15 AGAINST |
Split 16 FOR, 7 AGAINST |
| SYSCO CORP. | November 17, 2023 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 10 FOR, 10 AGAINST |
| TARGET CORP. | June 12, 2024 | Shareholder proposal requesting a political contributions congruency analysis. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 56 funds |
Split 1 FOR, 21 AGAINST |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to establish wage policies. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 56 funds |
Split 1 FOR, 21 AGAINST |
| TENET HEALTHCARE CORP. | May 22, 2024 | To report on risk mitigation regarding state restrictions for emergency abortions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 3 AGAINST, 4 ABSTAIN |
| 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 | AGAINST 59 funds |
Split 13 FOR, 10 AGAINST |
| 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 1 FOR, 58 AGAINST |
Split 23 FOR, 1 AGAINST |
| TESLA INC. | June 13, 2024 | A stockholder proposal regarding committing to a moratorium on sourcing minerals from deep sea mining, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 60 funds |
Split 1 FOR, 23 AGAINST |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 3 FOR, 21 AGAINST |
| 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 70 funds |
Split 2 FOR, 17 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to CEO pay ratio and executive compensation, if presented at the Annual Meeting of Shareholders Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 72 funds |
Split 1 FOR, 18 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 | AGAINST 72 funds |
Split 2 FOR, 17 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders Environment or Climate |
Shareholder (E&S) | Against | AGAINST 72 funds |
Split 2 FOR, 17 AGAINST |
| THE TRAVELERS COMPANIES, INC. | May 15, 2024 | Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 72 funds |
Split 2 FOR, 17 AGAINST |
| THE WALT DISNEY COMPANY | April 3, 2024 | Shareholder Proposal, if properly presented, requesting a political expenditures report. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 6 funds |
Split 1 FOR, 9 AGAINST |
| 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 16 FOR, 7 AGAINST |
Split 4 FOR, 2 AGAINST |
| 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 38 funds |
Split 10 FOR, 9 AGAINST |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 39 AGAINST |
Split 8 FOR, 9 AGAINST |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding a circular economy for packaging. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 2 FOR, 17 AGAINST |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding corporate climate lobbying. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 39 AGAINST |
Split 9 FOR, 9 AGAINST |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding deforestation-free supply chains. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 1 FOR, 18 AGAINST |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Stockholder proposal to prepare an independent third-party audit on Driver health and safety. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 83 funds |
Split 1 FOR, 20 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 | Split 23 FOR, 26 AGAINST |
Split 12 FOR, 10 AGAINST |
| UNITEDHEALTH GROUP INC. | June 3, 2024 | If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 105 funds |
Split 2 FOR, 24 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Civil liberties in digital services Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 56 funds |
Split 19 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | Split 2 FOR, 54 AGAINST |
Split 1 FOR, 18 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 55 funds |
Split 9 FOR, 9 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Political expenditures misalignment Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 56 funds |
Split 2 FOR, 17 AGAINST, 1 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Prohibit political contributions study Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 56 funds |
Split 1 FOR, 18 AGAINST, 1 ABSTAIN |
| 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 | Split 3 FOR, 43 AGAINST |
Split 10 FOR, 12 AGAINST |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a living wage policy. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 1 FOR, 16 AGAINST |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting a report on the risks of reproductive healthcare legislation. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 1 FOR, 8 AGAINST, 7 ABSTAIN |
| WALMART INC. | June 5, 2024 | Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 74 funds |
Split 2 FOR, 19 AGAINST |
| WALMART INC. | June 5, 2024 | Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues |
Shareholder (E&S) | Against | Split 59 FOR, 15 AGAINST |
Split 11 FOR, 9 AGAINST |
| WALMART INC. | June 5, 2024 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 14 FOR, 60 AGAINST |
Split 2 FOR, 19 AGAINST |
| WALMART INC. | June 5, 2024 | Set Compensation that Optimizes Portfolio Value for Company Shareholders Other Social Issues |
Shareholder (E&S) | Against | AGAINST 75 funds |
Split 2 FOR, 19 AGAINST |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 73 AGAINST |
Split 14 FOR, 7 AGAINST |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Report on Use of Al", if properly presented. Other Social Issues |
Shareholder (E&S) | Against | Split 32 FOR, 2 AGAINST |
Split 8 FOR, 11 AGAINST |
| 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 | Split 2 FOR, 16 AGAINST |
FOR 6 funds |
| 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, 13 AGAINST |
AGAINST 6 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 8 FOR, 11 AGAINST |
| 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 77 funds |
Split 8 FOR, 11 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 77 funds |
Split 1 FOR, 19 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 1 FOR, 18 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 76 AGAINST |
Split 1 FOR, 19 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 77 funds |
Split 9 FOR, 10 AGAINST |
| WINGSTOP INC. | May 23, 2024 | Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate |
Shareholder (E&S) | Against | Split 26 FOR, 1 AGAINST |
Split 3 FOR, 5 AGAINST |
| YUM! BRANDS INC. | May 16, 2024 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 40 funds |
Split 2 FOR, 23 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.