LQAI0.240%
as of Jul 17
BLK
GrowthBLACKROCK INC
BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services.
Close · 3M
-1.58%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals2
Win rate100% (2/2)
Avg buy return+2.30%
LQAI · New entry · 1d
weight 0 → 0.220% (new)·stock down 4.0% in the 30 days before
Jul 7·entry $1009.43·now $1054.11Drifting
+4.43%
since Jul 7
QRFT · Exit · 1d
The Qraft AI, responsible for managing QRFT’s approximately 300 US large-cap portfolio with weekly rebalances, likely determined BLK no longer satisfied its composite criteria incorporating traditional factors and proprietary alternative-data overlays. BLK’s -9.8% 90-day return likely signaled a deterioration in momentum or an increase in perceived risk, weighing negatively within the AI's models. This persistent underperformance, combined with other signals, led the fund to gradually reduce its 0.3500% allocation, culminating in a complete removal on June 2nd. While BLK did present a 22.35% revenue growth, the AI's comprehensive evaluation at the $1018.96 price point evidently prioritized other metrics, leading to the divestment decision.
weight 0.330% → 0 (exited)·stock down 4.0% in the 30 days before
Jun 2·entry $1018.96·now $1054.11
+3.45%
since Jun 2
QRFT · New entry · 1d
The AI ETF likely added BLK due to its robust 22.35% revenue growth, signaling strong business expansion and market leadership in financials despite its established size. Retail investors should prioritize companies demonstrating significant top-line growth and solid profitability, rather than solely focusing on low valuation multiples, as these factors can attract institutional interest.
weight 0 → 0.360% (new)·stock up 8.9% in the 30 days before
May 4·entry $1052.25·now $1054.11Fresh
+0.18%
since May 4
PQUS · Exit · 1d
Blackrock (BLK) is currently trading at $1081.90, nearing 90% of its 52-week high, propelled by a 30-day return of +12.8% which significantly outpaces its +0.6% 90-day gain. This rapid short-term appreciation likely influenced PQUS's AI ranking system, which applies sector-balance and concentration rules to its US large-cap universe. While BLK shows a 22.35% revenue growth and an 11.52% ROE, its current PER of 26.85 and PBR of 3.12, coupled with the stock's recent price run, may have triggered a re-evaluation of its attractiveness within the fund's periodic rebalance. The AI-driven system, focused on measured turnover for its roughly 165 US large-cap holdings, likely determined that Blackrock's valuation no longer aligned with its criteria after the recent price surge, leading to its complete removal on May 16th following a brief holding period.
weight 0.030% → 0 (exited)·stock up 5.6% in the 30 days before
May 16·entry $1085.88·now $1054.11
-2.93%
since May 16
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 18
AI ETFs show mixed signals, with PQUS exiting BlackRock while QRFT made a new entry. The framework's 'Fail' verdict, driven by valuation and financial health concerns, aligns with PQUS's exit but conflicts with QRFT's recent entry into the stock.
- Circle of CompetenceBlackRock's diversified asset management business model, based on AUM and fee percentages, offers sufficient stability for projecting ten-year cash flows.
- Economic MoatBlackRock possesses strong durable competitive advantages through its immense scale, well-recognized brands like iShares, and client switching costs in the asset management industry.
- ManagementDue to limited information, it is not possible to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe reported ROE of 11.52% does not meet the framework's requirement for a 10-year average ROE of at least 15%, causing this stage to fail.
- Margin of SafetyThe current valuation metrics, including a PER of 26.85 and EV/EBITDA of 46.53, indicate the stock is trading at a premium without a defensible margin of safety.
BlackRock, while operating within a predictable circle of competence and possessing a strong economic moat, fails to meet the financial health criteria due to its reported return on equity. Furthermore, the company's current valuation multiples suggest an insufficient margin of safety, leading to an overall 'Fail' verdict within this investment framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.