Home › Asset managers › Compare 2023-2024 › Fidelity vs Jackson National
Fidelity 2023-2024 · Jackson National 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,518 | 11,787 | 772 | 1,959 | 93.9% | 88.0% |
| Board proposals | 11,768 | 9,542 | 704 | 1,522 | 93.1% | 87.1% |
| E&S shareholder proposals | 277 | 153 | 3 | 121 | 98.1% | 85.6% |
| Other items | 2,473 | 2,092 | 65 | 316 | 97.0% | 92.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,959 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 | Jackson National |
|---|---|---|---|---|---|---|
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues |
Shareholder (E&S) | Against | AGAINST 47 funds |
Split 3 FOR, 14 AGAINST |
| ABBVIE INC. | May 3, 2024 | Stockholder Proposal - to Issue an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 2 FOR, 15 AGAINST |
| AIR TRANSPORT SERVICES GROUP INC. | May 22, 2024 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 14 AGAINST |
Split 1 FOR, 3 AGAINST |
| ALCOA CORP. | May 10, 2024 | Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 22 AGAINST |
Split 1 FOR, 8 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a human rights assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 3 FOR, 18 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a lobbying report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 108 funds |
Split 6 FOR, 16 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
Split 6 FOR, 16 AGAINST |
| ALPHABET INC. | June 7, 2024 | Stockholder proposal regarding a report on online safety for children Other Social Issues |
Shareholder (E&S) | Against | Split 82 FOR, 26 AGAINST |
Split 5 FOR, 16 AGAINST |
| 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 112 funds |
Split 2 FOR, 23 AGAINST |
| 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 113 funds |
Split 1 FOR, 23 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 91 FOR, 21 AGAINST |
Split 2 FOR, 24 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 112 funds |
Split 5 FOR, 20 AGAINST |
| 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 | AGAINST 112 funds |
Split 2 FOR, 22 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 91 FOR, 21 AGAINST |
Split 2 FOR, 24 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | AGAINST 112 funds |
Split 2 FOR, 24 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 112 funds |
Split 2 FOR, 22 AGAINST |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 9 FOR, 104 AGAINST |
Split 1 FOR, 25 AGAINST |
| 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 | Split 54 FOR, 17 AGAINST |
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 6 FOR, 14 AGAINST |
AGAINST 8 funds |
| 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 | Split 33 FOR, 23 AGAINST |
AGAINST 14 funds |
| 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 19 funds |
Split 1 FOR, 5 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 74 AGAINST |
Split 1 FOR, 14 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 82 funds |
Split 1 FOR, 14 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 49 FOR, 1 AGAINST |
Split 1 FOR, 15 AGAINST |
| 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 | Split 49 FOR, 1 AGAINST |
Split 1 FOR, 15 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 34 FOR, 16 AGAINST |
Split 4 FOR, 12 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 15 FOR, 9 AGAINST |
AGAINST 8 funds |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 2 FOR, 10 AGAINST |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | AGAINST 58 funds |
Split 1 FOR, 11 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 12 FOR, 74 AGAINST |
AGAINST 15 funds |
| CHARLES RIVER LABORATORIES INTERNATIONAL INC. | May 8, 2024 | Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 19 AGAINST |
AGAINST 10 funds |
| 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 8 FOR, 19 AGAINST |
Split 2 FOR, 17 AGAINST |
| 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 | AGAINST 49 funds |
Split 1 FOR, 14 AGAINST |
| 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 49 funds |
Split 3 FOR, 12 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 51 funds |
Split 3 FOR, 12 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 80 funds |
Split 1 FOR, 14 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 80 funds |
Split 1 FOR, 14 AGAINST |
| COTY INC. | November 2, 2023 | Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 16 AGAINST |
Split 1 FOR, 5 AGAINST |
| 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 | Split 37 FOR, 15 AGAINST |
Split 1 FOR, 10 AGAINST |
| CVS HEALTH CORP. | May 16, 2024 | Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 55 FOR, 17 AGAINST |
AGAINST 14 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 | Split 9 FOR, 89 AGAINST |
AGAINST 19 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, 21 AGAINST |
Split 1 FOR, 9 AGAINST |
| 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 34 FOR, 13 AGAINST |
Split 2 FOR, 6 AGAINST |
| 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 | FOR 68 funds |
Split 2 FOR, 5 AGAINST |
| 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 12 FOR, 16 AGAINST |
AGAINST 4 funds |
| DOW INC. | April 11, 2024 | Stockholder Proposal - Single-Use Plastics Report Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 28 AGAINST |
Split 1 FOR, 9 AGAINST |
| DRAFTKINGS INC. | May 13, 2024 | To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 17 FOR, 16 AGAINST |
Split 1 FOR, 3 AGAINST |
| EDISON INTERNATIONAL | April 25, 2024 | Shareholder Proposal Regarding Lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 56 funds |
Split 1 FOR, 9 AGAINST |
| ELI LILLY AND CO. | May 6, 2024 | Adopt a Comprehensive Human Rights Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 94 AGAINST |
AGAINST 19 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 76 FOR, 21 AGAINST |
Split 2 FOR, 17 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 | Split 9 FOR, 19 AGAINST |
Split 1 FOR, 7 AGAINST |
| 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 1 FOR, 15 AGAINST |
AGAINST 4 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 | Split 25 FOR, 17 AGAINST |
AGAINST 11 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 1 FOR, 32 AGAINST |
Split 4 FOR, 11 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 1 FOR, 14 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 33 funds |
Split 2 FOR, 13 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 32 AGAINST |
Split 2 FOR, 13 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a GSAM Proxy Voting Review Environment or Climate |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 1 FOR, 14 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 33 funds |
Split 5 FOR, 10 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 53 funds |
Split 2 FOR, 16 AGAINST |
| 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 1 FOR, 42 AGAINST |
AGAINST 9 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate |
Shareholder (E&S) | Against | AGAINST 42 funds |
Split 3 FOR, 13 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 42 funds |
Split 3 FOR, 13 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 | AGAINST 42 funds |
Split 3 FOR, 13 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 | Split 1 FOR, 21 AGAINST |
AGAINST 12 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 | Split 1 FOR, 23 AGAINST |
Split 1 FOR, 10 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 | Split 3 FOR, 52 AGAINST |
Split 1 FOR, 16 AGAINST |
| JOHNSON & JOHNSON | April 25, 2024 | Shareholder proposal withdrawn. Other Social Issues |
Shareholder (E&S) | Against | ABSTAIN 1 fund |
Split 2 AGAINST, 19 ABSTAIN |
| 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 2 FOR, 22 AGAINST |
Split 1 FOR, 10 AGAINST |
| 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 | Split 7 FOR, 17 AGAINST |
Split 1 FOR, 10 AGAINST |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 31 funds |
Split 2 FOR, 12 AGAINST |
| 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 | Split 23 FOR, 19 AGAINST |
Split 7 FOR, 7 AGAINST |
| 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 23 FOR, 19 AGAINST |
AGAINST 14 funds |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 59 funds |
Split 1 FOR, 11 AGAINST |
| 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 1 FOR, 5 AGAINST, 12 ABSTAIN |
Split 1 FOR, 5 AGAINST |
| 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 49 FOR, 17 AGAINST |
AGAINST 14 funds |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 116 funds |
Split 2 FOR, 15 AGAINST |
| 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 | AGAINST 34 funds |
Split 2 FOR, 8 AGAINST |
| 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 1 AGAINST, 12 ABSTAIN |
AGAINST 4 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | Split 105 FOR, 29 AGAINST |
Split 4 FOR, 24 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 134 funds |
Split 6 FOR, 22 AGAINST |
| MICROSOFT CORP. | December 7, 2023 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | AGAINST 135 funds |
Split 1 FOR, 26 AGAINST |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder proposal requesting Board adopt targets and publicly report quantitative metrics to eradicate child labor from cocoa supply chain; Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 43 FOR, 17 AGAINST |
AGAINST 14 funds |
| MONDELEZ INTERNATIONAL INC. | May 22, 2024 | Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 61 funds |
Split 1 FOR, 13 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 59 funds |
Split 5 FOR, 11 AGAINST |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 55 AGAINST |
Split 1 FOR, 15 AGAINST |
| NETFLIX INC. | June 6, 2024 | Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 80 FOR, 1 AGAINST |
Split 2 FOR, 20 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 | Split 49 FOR, 21 AGAINST |
Split 2 FOR, 15 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 2 FOR, 8 AGAINST |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | FOR 63 funds |
Split 4 FOR, 10 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 |
AGAINST 11 funds |
| 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 |
| 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 2 FOR, 8 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, 15 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 4 FOR, 12 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 2 FOR, 14 AGAINST |
| 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 7 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 7 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 |
Split 2 FOR, 7 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, 8 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.