Home › Asset managers › Compare 2023-2024 › Fidelity vs Russell Investments
Fidelity 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 14,388 | 12,910 | 754 | 724 | 94.5% | 92.6% |
| Board proposals | 12,544 | 11,522 | 506 | 516 | 95.8% | 94.5% |
| E&S shareholder proposals | 335 | 214 | 50 | 71 | 81.1% | 74.8% |
| Other items | 1,509 | 1,174 | 198 | 137 | 85.6% | 80.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
137 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 | Russell Investments |
|---|---|---|---|---|---|---|
| REVOLVE GROUP INC. | June 7, 2024 | The approval of an amendment to our certificate of incorporation to limit the liability of certain officers of the company in specific circumstances as permitted by Delaware law. Corporate Governance |
Other | For | Split 8 FOR, 11 AGAINST |
AGAINST 1 fund |
| ROVER GROUP INC. | February 22, 2024 | To approve a proposal to adjourn the Special Meeting of Stockholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement and approve the Merger at the time of the Special Meeting. Corporate Governance |
Other | For | Split 3 FOR, 12 AGAINST |
FOR 2 funds |
| RPT REALTY | December 12, 2023 | Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies to obtain votes in favor of the Merger Proposal if there are not sufficient votes at the time of such adjournment to approve the Merger Proposal. Corporate Governance |
Other | For | Split 1 FOR, 12 AGAINST |
FOR 1 fund |
| SENTINELONE INC. | June 27, 2024 | Approval of an amendment and restatement to our Restated Certificate of Incorporation. Corporate Governance |
Other | For | Split 6 FOR, 16 AGAINST |
AGAINST 4 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A management proposal (ratification of Nevada exclusive forum provision). Shareholder Rights and Defenses |
Other | For | Split 1 FOR, 11 AGAINST |
AGAINST 2 funds |
| SOUTHERN CO. | May 22, 2024 | Stockholder proposal regarding simple majority vote Corporate Governance |
Other | Against | Split 65 FOR, 1 AGAINST |
AGAINST 7 funds |
| SOUTHWEST GAS HOLDINGS INC. | May 2, 2024 | To APPROVE, the Company's Tax-Free Spin Protection Plan. Shareholder Rights and Defenses |
Other | For | Split 12 FOR, 21 AGAINST |
FOR 2 funds |
| SOVOS BRANDS INC. | October 16, 2023 | A proposal to adjourn the special meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 3 FOR, 13 AGAINST |
FOR 2 funds |
| SP PLUS CORP. | February 9, 2024 | To approve the adjournment of the Special Meeting of Stockholders, if necessary or appropriate, to permit solicitation of additional proxies if there are not sufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
FOR 2 funds |
| SPIRIT REALTY CAPITAL INC. | January 19, 2024 | Adjournment Proposal: To approve the adjournment of the Spirit special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Merger Proposal, if there are insufficient votes at the time of such adjournment to approve such proposal. Corporate Governance |
Other | For | Split 11 FOR, 16 AGAINST |
FOR 7 funds |
| SPLUNK INC. | November 29, 2023 | To adjourn the Splunk Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 15 FOR, 16 AGAINST |
FOR 1 fund |
| STEEL DYNAMICS INC. | May 9, 2024 | SHAREHOLDER PROPOSAL - ADOPT A SHAREHOLDER RIGHT TO CALL A SPECIAL SHAREHOLDER MEETING Corporate Governance |
Other | Not determined | Split 1 FOR, 44 AGAINST |
FOR 5 funds |
| SUMMIT MATERIALS INC. | January 11, 2024 | Approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes if there are insufficient votes to approve the Common Stock Issuance Proposal and/or the Preferred Stock Issuance Proposal. Corporate Governance |
Other | For | Split 10 FOR, 10 AGAINST |
FOR 3 funds |
| SYLVAMO CORP. | May 16, 2024 | Approve an amendment to Sylvamo Corporation's Amended and Restated Certificate of Incorporation to eliminate our officers' personal liability for breach of fiduciary duty to the fullest extent permitted by Delaware law. Corporate Governance |
Other | For | Split 20 FOR, 1 AGAINST |
AGAINST 2 funds |
| SYNEOS HEALTH INC. | August 2, 2023 | To approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to approve the Merger Proposal at the time of the Special Meeting. Corporate Governance |
Other | For | Split 8 FOR, 18 AGAINST |
FOR 7 funds |
| TEGNA INC. | August 17, 2023 | SHAREHOLDER PROPOSAL regarding shareholder ratification of termination pay. Compensation |
Other | Against | Split 1 FOR, 26 AGAINST |
FOR 1 fund |
| TEGNA INC. | April 24, 2024 | COMPANY PROPOSAL TO APPROVE officer exculpation amendments. Corporate Governance |
Other | For | Split 19 FOR, 1 AGAINST |
AGAINST 1 fund |
| TELEFLEX INC. | May 3, 2024 | Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting. Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
FOR 3 funds |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement. Compensation |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 3 funds |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding severance pay to senior managers as a breach of fiduciary duty. Compensation |
Other | Against | Split 17 FOR, 5 AGAINST |
AGAINST 3 funds |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | Split 19 FOR, 3 AGAINST |
FOR 3 funds |
| TEXAS ROADHOUSE INC. | May 16, 2024 | Proposal to Amend the Company's Certificate of Incorporation to Provide for the Exculpation of Officers as Permitted by Delaware Law. Corporate Governance |
Other | For | Split 24 FOR, 2 AGAINST |
AGAINST 6 funds |
| TOAST INC. | June 6, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by Delaware law. Corporate Governance |
Other | For | Split 8 FOR, 13 AGAINST |
AGAINST 1 fund |
| TPG INC. | June 5, 2024 | Approve an Amendment to the Company's Certificate of Incorporation Providing for Officer Exculpation under Delaware Law Corporate Governance |
Other | For | Split 2 FOR, 19 AGAINST |
AGAINST 5 funds |
| TRITON INTERNATIONAL LTD. | August 24, 2023 | Adjournment Proposal - To adjourn the Special General Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal at the Special General Meeting Corporate Governance |
Other | For | Split 3 FOR, 15 AGAINST |
FOR 2 funds |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Not determined | Split 48 FOR, 1 AGAINST |
FOR 9 funds |
| UNITED RENTALS INC. | May 9, 2024 | Stockholder Proposal for Directors to be Elected by Majority Vote Corporate Governance |
Other | Not determined | Split 20 FOR, 20 AGAINST |
FOR 8 funds |
| VALLEY NATIONAL BANCORP | May 21, 2024 | A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | Split 1 FOR, 15 AGAINST |
FOR 3 funds |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | Split 2 FOR, 13 AGAINST |
FOR 4 funds |
| VERITIV CORP. | October 17, 2023 | Adjournment Proposal - To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | Split 4 FOR, 10 AGAINST |
FOR 2 funds |
| VIMEO INC. | May 21, 2024 | To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation. Corporate Governance |
Other | For | Split 6 FOR, 14 AGAINST |
AGAINST 2 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
FOR 7 funds |
| WORKDAY INC. | June 18, 2024 | To approve an amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions providing for officer exculpation. Corporate Governance |
Other | For | Split 36 FOR, 13 AGAINST |
AGAINST 6 funds |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | Split 2 FOR, 14 AGAINST |
FOR 2 funds |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 3 FOR, 13 AGAINST |
FOR 2 funds |
| ZIPRECRUITER INC. | June 11, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | Split 1 FOR, 10 AGAINST |
AGAINST 2 funds |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | Split 20 FOR, 16 AGAINST |
FOR 8 funds |
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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.