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Fidelity vs AIG/SunAmerica: how alike they voted, 2024-2025

96.5% When both took a single position, they voted the same way on 96.5% of 51,453 items (49,627 the same, 1,826 different). 3,258 items where at least one of them split its funds are listed separately below. Both voted on 54,711 items in all.

Fidelity 2024-2025 · AIG/SunAmerica 2024-2025 · 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 54,71149,6271,826 3,25896.5%93.9%
Board proposals 45,45441,3031,462 2,68996.6%94.2%
E&S shareholder proposals 2580124 1340.0%2.2%
Other items 8,9998,324240 43597.2%94.9%

Where they did not vote alike

Everything Voted differently Split votes

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

124 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 recommendedFidelityAIG/SunAmerica
SOUTHERN CO. May 21, 2025 Stockholder proposal regarding conducting a net zero audit
Environment or Climate
Shareholder (E&S) Against AGAINST
61 funds
ABSTAIN
18 funds
STARBUCKS CORP. March 12, 2025 Shareholder proposal requesting a report on human rights risks related to labor organizing.
Environment or Climate
Shareholder (E&S) Against AGAINST
82 funds
ABSTAIN
11 funds
STARBUCKS CORP. March 12, 2025 Shareholder proposal requesting an annual emissions congruency report
Environment or Climate
Shareholder (E&S) Against AGAINST
82 funds
ABSTAIN
11 funds
STARBUCKS CORP. March 12, 2025 Shareholder proposal requesting an annual report on discrimination risks related to charitable giving.
Environment or Climate
Shareholder (E&S) Against AGAINST
82 funds
ABSTAIN
11 funds
STATE STREET CORP. May 14, 2025 Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented.
Environment or Climate
Shareholder (E&S) Against AGAINST
45 funds
ABSTAIN
14 funds
TENET HEALTHCARE CORP. May 22, 2025 To report on strategies and programs for improving maternal health outcomes.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
61 funds
ABSTAIN
14 funds
TEXAS ROADHOUSE INC. May 15, 2025 An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
26 funds
ABSTAIN
9 funds
THE TIMKEN COMPANY May 2, 2025 Consideration of a shareholder proposal requesting that the Company adopt independently verified short- and medium-term science-based greenhouse gas emissions reduction targets, inclusive of emissions from its full value chain.
Environment or Climate
Shareholder (E&S) Against AGAINST
33 funds
ABSTAIN
5 funds
THE WALT DISNEY COMPANY March 20, 2025 Shareholder proposal, if properly presented at the meeting, requesting a report on climate risks to retirement plan beneficiaries.
Environment or Climate
Shareholder (E&S) Against AGAINST
83 funds
ABSTAIN
15 funds
THE WALT DISNEY COMPANY March 20, 2025 Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index.
Other Social Issues
Shareholder (E&S) Against AGAINST
83 funds
ABSTAIN
15 funds
THE WENDY'S COMPANY May 21, 2025 Stockholder proposal regarding an emissions reduction assessment, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
22 funds
ABSTAIN
6 funds
THE WENDY'S COMPANY May 21, 2025 Stockholder proposal regarding single-use plastics, if properly presented at the Annual Meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
22 funds
ABSTAIN
6 funds
THE WENDY'S COMPANY May 21, 2025 Stockholder proposal regarding worker-driven social responsibility, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
22 funds
ABSTAIN
6 funds
UNITED PARCEL SERVICE INC. May 8, 2025 To prepare a report on the risks arising from voluntary carbon-reduction commitments.
Environment or Climate
Shareholder (E&S) Against AGAINST
40 funds
ABSTAIN
8 funds
WALMART INC. June 5, 2025 Health and Safety Governance
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
77 funds
ABSTAIN
18 funds
WALMART INC. June 5, 2025 Racial Equity Audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
77 funds
ABSTAIN
18 funds
WALMART INC. June 5, 2025 Report on Delays in Revising Diversity, Equity, and Inclusion (DEI) Initiatives
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
77 funds
ABSTAIN
18 funds
WALMART INC. June 5, 2025 Request for Third-Party Assessment of Company Policies Regarding Law Enforcement Information Requests Related to Medication Use by Customers and Employees
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
77 funds
ABSTAIN
18 funds
WALMART INC. June 5, 2025 Respect Civil Liberties in Advertising Services
Environment or Climate
Shareholder (E&S) Against AGAINST
77 funds
ABSTAIN
18 funds
WALMART INC. June 5, 2025 Revisit Plastics Packaging Policies
Environment or Climate
Shareholder (E&S) Against AGAINST
77 funds
ABSTAIN
18 funds
WARRIOR MET COAL INC. April 23, 2025 STOCKHOLDER PROPOSAL: To adopt a resolution requesting an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining, if properly presented.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
19 funds
ABSTAIN
5 funds
WELLS FARGO & CO. April 29, 2025 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values.
Other Social Issues
Shareholder (E&S) Against AGAINST
94 funds
ABSTAIN
21 funds
WOLVERINE WORLD WIDE INC. May 1, 2025 Shareholder proposal regarding greenhouse gas emissions disclosures and targets.
Environment or Climate
Shareholder (E&S) Against AGAINST
15 funds
ABSTAIN
2 funds
WYNN RESORTS LTD. April 30, 2025 To consider and vote on a shareholder proposal requesting that the Board of Directors commission and disclose a report on the potential cost savings through the adoption of a smokefree policy for the Company's properties.
Other Social Issues
Shareholder (E&S) Against AGAINST
24 funds
ABSTAIN
10 funds

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.