proxyvotesnow.com

Home › Asset managers › Compare 2023-2024 › Fidelity vs Prudential/PGIM

Fidelity vs Prudential/PGIM: how alike they voted, 2023-2024

96.8% When both took a single position, they voted the same way on 96.8% of 39,163 items (37,923 the same, 1,240 different). 3,687 items where at least one of them split its funds are listed separately below. Both voted on 42,850 items in all.

Fidelity 2023-2024 · Prudential/PGIM 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 42,85037,9231,240 3,68796.8%93.3%
Board proposals 35,63531,5151,086 3,03496.7%93.2%
E&S shareholder proposals 44124312 18695.3%77.1%
Other items 6,7746,165142 46797.7%94.6%

Where they did not vote alike

Everything Voted differently Split votes

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

198 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 recommendedFidelityPrudential/PGIM
HCA HEALTHCARE INC. April 25, 2024 Stockholder proposal, if property presented at the meeting, regarding report on maternal health outcomes.
Other Social Issues
Shareholder (E&S) Against AGAINST
24 funds
Split
1 FOR, 5 AGAINST
HERSHEY CO. May 6, 2024 Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling."
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 35 AGAINST
Split
1 FOR, 3 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
Split
7 FOR, 2 AGAINST
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
5 FOR, 15 AGAINST
Split
2 FOR, 4 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
7 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
AGAINST
1 fund
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, 26 AGAINST
IQVIA HOLDINGS INC. April 16, 2024 If properly presented, a stockholder proposal concerning political spending.
Other Social Issues
Shareholder (E&S) Against AGAINST
35 funds
Split
1 FOR, 11 AGAINST
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 13 AGAINST
Split
2 FOR, 1 AGAINST
JOHNSON & JOHNSON April 25, 2024 Shareholder proposal withdrawn.
Other Social Issues
Shareholder (E&S) Against ABSTAIN
1 fund
Split
1 AGAINST, 14 ABSTAIN
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples rights indicators
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
1 fund
Split
8 FOR, 11 AGAINST
JPMORGAN CHASE & CO. May 21, 2024 Report on due diligence in conflict-affected and high-risk areas
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
81 funds
Split
7 FOR, 14 AGAINST
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
8 FOR, 1 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, 8 AGAINST
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 17 AGAINST
Split
8 FOR, 6 AGAINST
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 AGAINST
33 funds
Split
5 FOR, 5 AGAINST
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on group-housed pork, if properly presented.
Other Social Issues
Shareholder (E&S) Not determined AGAINST
19 funds
Split
2 FOR, 11 AGAINST
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on recyclability claims, if properly presented.
Environment or Climate
Shareholder (E&S) Not determined AGAINST
19 funds
Split
2 FOR, 11 AGAINST
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying"
Other Social Issues
Shareholder (E&S) Against AGAINST
31 funds
Split
15 FOR, 4 AGAINST
LABORATORY CORPORATION OF AMERICA HOLDINGS May 14, 2024 Shareholder proposal regarding a Board report on risks of fulfilling information requests.
Other Social Issues
Shareholder (E&S) Against Split
5 FOR, 17 AGAINST
AGAINST
3 funds
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
42 funds
Split
15 FOR, 1 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
15 FOR, 1 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
Split
15 FOR, 1 AGAINST
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions
Environment or Climate
Shareholder (E&S) Not determined AGAINST
58 funds
Split
4 FOR, 4 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
10 FOR, 2 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
24 funds
MARRIOTT INTERNATIONAL INC. May 10, 2024 STOCKHOLDER RESOLUTION REQUESTING THE COMPANY COMMISSION A THIRD-PARTY CIVIL RIGHTS AUDIT
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
67 funds
Split
4 FOR, 14 AGAINST
MATTEL INC. May 29, 2024 Stockholder proposal requesting additional disclosure regarding political contributions and expenditures.
Other Social Issues
Shareholder (E&S) Against AGAINST
20 funds
Split
2 FOR, 3 AGAINST
MCDONALD'S CORP. May 22, 2024 Advisory Vote on Worldwide Switch to Cage-Free Eggs.
Other Social Issues
Shareholder (E&S) Against Split
40 FOR, 22 AGAINST
AGAINST
10 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 Split
1 AGAINST, 12 ABSTAIN
FOR
2 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
104 FOR, 1 AGAINST
Split
12 FOR, 16 AGAINST
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children.
Other Social Issues
Shareholder (E&S) Against Split
83 FOR, 22 AGAINST
FOR
35 funds
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 104 AGAINST
Split
1 FOR, 34 AGAINST
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks.
Other Social Issues
Shareholder (E&S) Against Split
104 FOR, 1 AGAINST
Split
9 FOR, 18 AGAINST
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on human rights risks in non-US markets.
Other Social Issues
Shareholder (E&S) Against AGAINST
106 funds
Split
8 FOR, 19 AGAINST
METLIFE INC. June 18, 2024 Shareholder proposal requesting a third-party racial equity audit.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against FOR
1 fund
Split
10 FOR, 9 AGAINST
MICROCHIP TECHNOLOGY INC. August 22, 2023 Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
57 funds
Split
9 FOR, 3 AGAINST
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation
Other Social Issues
Shareholder (E&S) Against Split
105 FOR, 29 AGAINST
Split
6 FOR, 6 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
8 FOR, 2 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
19 funds
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying
Other Social Issues
Shareholder (E&S) Against AGAINST
59 funds
Split
1 FOR, 10 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
AGAINST
11 funds
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
AGAINST
4 funds
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, Amendments to the Code of Ethics and report on the board members compliance with the amended code, if properly presented at the meeting.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against AGAINST
1 fund
Split
7 FOR, 10 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 AGAINST
1 fund
Split
7 FOR, 10 AGAINST
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Board Matrix" requesting a chart of individual Director self-identified gender, race/ethnicity and skills
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
15 FOR, 61 AGAINST
Split
1 FOR, 14 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
AGAINST
19 funds
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
9 FOR, 7 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
5 FOR, 1 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
5 FOR, 1 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
AGAINST
4 funds
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report
Diversity, Equity, and Inclusion
Shareholder (E&S) Against FOR
63 funds
Split
3 FOR, 7 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
2 FOR, 1 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
AGAINST
2 funds
PEPSICO INC. May 1, 2024 Shareholder Proposal - Global Transparency Report.
Other Social Issues
Shareholder (E&S) Not determined AGAINST
49 funds
Split
7 FOR, 8 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
7 FOR, 8 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
15 FOR, 3 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
1 fund
Split
15 FOR, 2 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
FOR
3 funds
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
9 FOR, 1 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
7 FOR, 7 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
1 FOR, 17 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
Split
4 FOR, 1 AGAINST
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
Split
4 FOR, 1 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
1 fund
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
FOR
6 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
5 FOR, 1 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
FOR
4 funds
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
AGAINST
18 funds
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
AGAINST
2 funds
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
8 FOR, 6 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
1 FOR, 10 AGAINST
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, 12 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
15 FOR, 9 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
7 FOR, 7 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
1 FOR, 5 AGAINST
THE WENDY'S COMPANY May 21, 2024 Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
23 funds
Split
1 FOR, 5 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
17 FOR, 1 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
FOR
5 funds
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 39 AGAINST
FOR
15 funds
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, 24 AGAINST
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare a report on the risks arising from voluntary carbon-reduction commitments.
Environment or Climate
Shareholder (E&S) Not determined AGAINST
48 funds
Split
2 FOR, 11 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
9 FOR, 4 AGAINST
VERIZON COMMUNICATIONS INC. May 9, 2024 Lead-sheathed cable report
Environment or Climate
Shareholder (E&S) Not determined Split
2 FOR, 54 AGAINST
AGAINST
21 funds
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
AGAINST
26 funds
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
AGAINST
27 funds
WALMART INC. June 5, 2024 Racial Equity Audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
14 FOR, 60 AGAINST
AGAINST
7 funds
WALMART INC. June 5, 2024 Workplace Safety & Violence Review
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 73 AGAINST
AGAINST
7 funds
WALT DISNEY April 3, 2024 Shareholder proposal, if properly presented at the meeting, requesting a report on gender transitioning compensation and benefits.
Say-on-Pay
Shareholder (E&S) Contested AGAINST
73 funds
Split
1 FOR, 14 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
AGAINST
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 Split
2 FOR, 16 AGAINST
AGAINST
5 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, 6 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, 6 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
8 FOR, 6 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
8 FOR, 6 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
16 FOR, 4 AGAINST
WESTLAKE CORP. May 9, 2024 A stockholder proposal regarding the preparation of a report on reducing plastic pollution of the oceans.
Environment or Climate
Shareholder (E&S) Not determined AGAINST
53 funds
Split
1 FOR, 6 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
2 FOR, 5 AGAINST

← Previous Page 2 of 2

← All 20 managers, 2023-2024

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