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John Hancock vs WisdomTree: how alike they voted, 2023-2024

91.7% When both took a single position, they voted the same way on 91.7% of 12,889 items (11,823 the same, 1,066 different). 1,074 items where at least one of them split its funds are listed separately below. Both voted on 13,963 items in all.

John Hancock 2023-2024 · WisdomTree 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 13,96311,8231,066 1,07491.7%89.0%
Board proposals 11,3859,6571,026 70290.4%88.2%
E&S shareholder proposals 2657124 17074.7%57.1%
Other items 2,3132,09516 20299.2%96.7%

Where they did not vote alike

Everything Voted differently Split votes

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

194 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 recommendedJohn HancockWisdomTree
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 FOR
4 funds
AGAINST
1 fund
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 FOR
7 funds
AGAINST
5 funds
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 FOR
6 funds
AGAINST
7 funds
COTY INC. November 2, 2023 Stockholder proposal regarding a report on plastic packaging reduction
Environment or Climate
Shareholder (E&S) Against FOR
5 funds
AGAINST
2 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 FOR
3 funds
AGAINST
1 fund
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 FOR
3 funds
AGAINST
1 fund
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
6 funds
AGAINST
7 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 FOR
5 funds
AGAINST
5 funds
GEO GROUP INC. May 3, 2024 To vote on a shareholder proposal regarding a third-party racial equity audit and report, if properly presented before meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against FOR
3 funds
AGAINST
1 fund
KOSMOS ENERGY LTD. June 6, 2024 To provide a non-binding, advisory vote on a stockholder proposal regarding a report on tax payments.
Other Social Issues
Shareholder (E&S) Against FOR
3 funds
AGAINST
1 fund
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 FOR
5 funds
AGAINST
4 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 FOR
4 funds
AGAINST
2 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report
Diversity, Equity, and Inclusion
Shareholder (E&S) Against FOR
16 funds
AGAINST
11 funds
PREFORMED LINE PRODUCTS CO. May 7, 2024 To vote on shareholder proposal requesting that the Board of Directors prepare a report by January 2025, at reasonable expense and omitting proprietary information, on steps the Company is taking to enhance board diversity; and
Diversity, Equity, and Inclusion
Shareholder (E&S) Against FOR
4 funds
AGAINST
3 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 FOR
6 funds
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 FOR
8 funds
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 FOR
5 funds
AGAINST
3 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
7 funds
AGAINST
6 funds
THE TIMKEN COMPANY May 3, 2024 Consideration of a shareholder proposal requesting that The Timken Company adopt independently-verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain, in order to achieve net-zero emissions by 2050 in line with the Paris Agreement's goal of limiting global temperature rise to 1.5 degrees Celsius
Environment or Climate
Shareholder (E&S) Against FOR
7 funds
AGAINST
3 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
1 fund
AGAINST
4 funds
THE WILLIAMS COMPANIES, INC. April 30, 2024 Vote on a Stockholder Proposal Requesting the Company Issue a Report Assessing Policy Options Related to Venting and Flaring, if Properly Presented at the Annual Meeting.
Other
Shareholder (E&S) Not determined ABSTAIN
12 funds
FOR
1 fund
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
5 funds
AGAINST
3 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 FOR
4 funds
AGAINST
3 funds
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 FOR
7 funds
AGAINST
4 funds
A. O. SMITH CORP. April 9, 2024 Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST
AGAINST
4 funds
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue a Report on Patent Process
Other Social Issues
Shareholder (E&S) Against Split
6 FOR, 8 AGAINST
AGAINST
12 funds
ADOBE INC. April 17, 2024 Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
7 FOR, 6 AGAINST
AGAINST
9 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report
Other Social Issues
Shareholder (E&S) Against Split
23 FOR, 5 AGAINST
AGAINST
7 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 24 AGAINST
AGAINST
7 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children
Other Social Issues
Shareholder (E&S) Against Split
21 FOR, 7 AGAINST
AGAINST
7 funds
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on reproductive healthcare misinformation risks
Other Social Issues
Shareholder (E&S) Against Split
5 FOR, 23 AGAINST
AGAINST
7 funds
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal - Report on Congruence of Political and Lobbying Expenditures with the Company's Vision, Responsibility Focus Areas and Cultural Aspiration
Other Social Issues
Shareholder (E&S) Against Split
5 FOR, 2 AGAINST
AGAINST
10 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 Split
1 FOR, 22 AGAINST
AGAINST
7 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 Split
1 FOR, 22 AGAINST
AGAINST
7 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against Split
13 FOR, 10 AGAINST
AGAINST
7 funds
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 Split
15 FOR, 8 AGAINST
AGAINST
7 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
13 FOR, 10 AGAINST
AGAINST
7 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
12 FOR, 11 AGAINST
AGAINST
7 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING
Other Social Issues
Shareholder (E&S) Against Split
11 FOR, 12 AGAINST
AGAINST
7 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 21 AGAINST
AGAINST
7 funds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST
AGAINST
7 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 Split
13 FOR, 4 AGAINST
AGAINST
8 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 Split
7 FOR, 5 AGAINST
AGAINST
10 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
7 FOR, 5 AGAINST
AGAINST
10 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 Split
3 FOR, 1 AGAINST
AGAINST
4 funds
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting changes to executive compensation program
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
Split
1 FOR, 8 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
17 FOR, 3 AGAINST
Split
1 FOR, 8 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 Split
17 FOR, 3 AGAINST
Split
1 FOR, 8 AGAINST
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on risks of politicized de-banking
Environment or Climate
Shareholder (E&S) Against AGAINST
20 funds
Split
1 FOR, 8 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, 1 AGAINST
AGAINST
5 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 Split
6 FOR, 2 AGAINST
AGAINST
5 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 Split
5 FOR, 3 AGAINST
AGAINST
5 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 Split
5 FOR, 2 AGAINST
AGAINST
7 funds
BOOKING HOLDINGS INC. June 4, 2024 Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy.
Other Social Issues
Shareholder (E&S) Not determined Split
6 FOR, 5 AGAINST
AGAINST
6 funds
CAMPBELL SOUP CO. November 29, 2023 To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST
AGAINST
10 funds
CAPITAL ONE FINANCIAL CORP. May 2, 2024 Stockholder proposal requesting setting of near - and long-term greenhouse gas emission reduction targets.
Environment or Climate
Shareholder (E&S) Not determined Split
4 FOR, 2 AGAINST
AGAINST
7 funds
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against Split
6 FOR, 1 AGAINST
Split
1 FOR, 7 AGAINST
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying Disclosure
Other Social Issues
Shareholder (E&S) Against Split
5 FOR, 1 AGAINST
AGAINST
6 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
6 FOR, 9 AGAINST
AGAINST
6 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 Split
6 FOR, 10 AGAINST
Split
1 FOR, 6 AGAINST
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
5 FOR, 6 AGAINST
AGAINST
2 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
10 FOR, 3 AGAINST
Split
1 FOR, 9 AGAINST
CHEVRON CORP. May 29, 2024 Report on Plastic Demand Scenario
Environment or Climate
Shareholder (E&S) Against Split
7 FOR, 6 AGAINST
Split
1 FOR, 9 AGAINST
CHEVRON CORP. May 29, 2024 Report on Tax Practices
Other Social Issues
Shareholder (E&S) Against Split
7 FOR, 6 AGAINST
Split
1 FOR, 9 AGAINST
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on harassment and discrimination statistics.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
7 FOR, 4 AGAINST
AGAINST
6 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
5 FOR, 2 AGAINST
AGAINST
7 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
5 FOR, 2 AGAINST
AGAINST
7 funds
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare.
Other Social Issues
Shareholder (E&S) Against AGAINST
14 funds
Split
1 FOR, 8 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 Split
9 FOR, 5 AGAINST
Split
1 FOR, 8 AGAINST
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts.
Environment or Climate
Shareholder (E&S) Against AGAINST
14 funds
Split
1 FOR, 8 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 Split
5 FOR, 4 AGAINST
Split
1 FOR, 8 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 Split
5 FOR, 4 AGAINST
Split
1 FOR, 8 AGAINST
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks created by the Company's diversity, equity and inclusion efforts
Environment or Climate
Shareholder (E&S) Not determined AGAINST
9 funds
Split
1 FOR, 8 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
4 FOR, 2 AGAINST
AGAINST
5 funds
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values
Other Social Issues
Shareholder (E&S) Against Split
9 FOR, 2 AGAINST
Split
1 FOR, 9 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
3 FOR, 3 AGAINST
AGAINST
3 funds
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
5 FOR, 7 AGAINST
AGAINST
7 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, 7 AGAINST
AGAINST
7 funds
DARDEN RESTAURANTS INC. September 20, 2023 To vote on a shareholder proposal requesting the Company to issue a report on the risks arising from state policies restricting reproductive health care if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
6 FOR, 4 AGAINST
AGAINST
12 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
8 FOR, 2 AGAINST
AGAINST
12 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
5 FOR, 2 AGAINST
AGAINST
7 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, 2 AGAINST
Split
1 FOR, 4 AGAINST
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 1 AGAINST
Split
1 FOR, 10 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
5 FOR, 2 AGAINST
AGAINST
3 funds
DTE ENERGY CO. May 2, 2024 Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions
Environment or Climate
Shareholder (E&S) Not determined Split
6 FOR, 5 AGAINST
AGAINST
8 funds
EDISON INTERNATIONAL April 25, 2024 Shareholder Proposal Regarding Lobbying
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 6 AGAINST
AGAINST
9 funds
ELEVANCE HEALTH INC. May 15, 2024 Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
Split
1 FOR, 8 AGAINST
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
3 FOR, 14 AGAINST
AGAINST
7 funds
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
7 FOR, 3 AGAINST
Split
1 FOR, 9 AGAINST
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report
Environment or Climate
Shareholder (E&S) Against AGAINST
10 funds
Split
1 FOR, 9 AGAINST
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario
Environment or Climate
Shareholder (E&S) Against Split
7 FOR, 3 AGAINST
Split
1 FOR, 9 AGAINST
EXXON MOBIL CORP. May 29, 2024 Revisit Executive Pay Incentives for GHG Emission Reductions
Environment or Climate
Shareholder (E&S) Against AGAINST
10 funds
Split
1 FOR, 9 AGAINST
FLOWSERVE CORP. May 16, 2024 Shareholder proposal requesting report on the Company's political spending and policies and procedures regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
3 FOR, 4 AGAINST
AGAINST
4 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 Split
5 FOR, 1 AGAINST
AGAINST
4 funds
FORD MOTOR CO. May 9, 2024 Relating to Reporting on the Company's Supply Chain Transparency and Traceability.
Environment or Climate
Shareholder (E&S) Not determined Split
5 FOR, 1 AGAINST
AGAINST
4 funds
GENERAL MOTORS CO. June 4, 2024 Shareholder Proposal Requesting a Report on the Company's Use of Deep-Sea Mined Minerals in its Production and Supply Chains
Environment or Climate
Shareholder (E&S) Not determined Split
4 FOR, 3 AGAINST
AGAINST
7 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
4 FOR, 3 AGAINST
AGAINST
7 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
15 FOR, 10 AGAINST
AGAINST
9 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
13 FOR, 12 AGAINST
AGAINST
9 funds
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report
Other Social Issues
Shareholder (E&S) Against Split
17 FOR, 8 AGAINST
AGAINST
9 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.