LQAI0.570%
as of Jul 17
OTIS
DefensiveOTIS WORLDWIDE CORP
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects.
Close · 3M
-16.09%
Held by 3 AI ETFs
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 signals6
Win rate33% (2/6)
Avg buy return-0.32%
LQAI · New entry · 1d
OTIS, an Industrials sector component, entered the LQAI portfolio on July 7th with a 0.5500% weighting, reflecting its PER of 18.89, 3.34% revenue growth, and 14.92% ROE. These financial metrics align with LQAI's core large-cap, AI-driven strategy, which is positioned between broad market and concentrated momentum approaches without a heavy factor tilt. This selection occurred as OTIS shares traded at $73.43, following a -19.7% 90-day return and a -24.6% 1-year return, placing the stock at 73% of its 52-week high. The Qraft AI ranking engine, which drives LQAI's weekly rebalances, appears to have identified the company as a valuable addition based on its fundamental profile relative to its recent price depreciation.
weight 0 → 0.550% (new)·stock up 5.1% in the 30 days before
Jul 7·entry $73.43·now $73.48Fresh
+0.07%
since Jul 7
LQAI · Exit · 1d
OTIS WORLDWIDE CORP experienced a period of stable, modest allocation within LQAI, maintaining weights between 0.25% and 0.27% over eight trading days, before its sudden and complete removal from the portfolio on 2026-06-09. This abrupt change, following its consistent but marginal presence, suggests that Qraft's AI ranking system, applied to a US large-cap core universe, likely re-evaluated OTIS as its price approached the lower end of its 52-week range and registered multi-month negative returns. Given LQAI's weekly rebalancing frequency and its position between broad and concentrated momentum styles, the AI likely deemed OTIS, with its 30-day return of -7.9% and a 90-day decline of -16.6%, no longer meeting the criteria for inclusion among its approximately 100 large-cap holdings. The sustained underperformance, driving the stock to within 3% of its 52-week low, prompted the AI-driven selection engine to eliminate this specific Industrials company, signaling a departure from the fund's core large-cap allocation strategy for this particular name.
weight 0.260% → 0 (exited)·stock down 4.7% in the 30 days before
Jun 9·entry $71.27·now $73.48
+3.10%
since Jun 9
LQAI · New entry · 1d
The AI ETF likely initiated a position in OTIS due to its robust 14.92% Return on Equity and reasonable 18.98 P/E ratio, signaling a financially healthy company with strong capital efficiency. For retail investors, this underscores the importance of prioritizing fundamental quality metrics like high ROE for stable returns, aligning with AI-driven strategies that seek value in established, profitable businesses.
weight 0 → 0.290% (new)·stock down 9.4% in the 30 days before
May 12·entry $74.10·now $73.48Fresh
-0.84%
since May 12
AIEQ · Weight decrease · 2d
OTIS, with a PER of 18.94 and revenue growth of 3.34%, offers a specific financial profile that informs AIEQ's hybrid fundamental and sentiment-driven selection criteria. The observed consecutive weight decrease for OTIS, from 0.45% to 0.44% on July 15-16, aligns with the stock's current price of $75.00, which, despite a 7.3% 30-day return, remains considerably lower than its 90-day and 1-year performance. Amplify's AIEQ, powered by IBM Watson NLP, processes daily market sentiment and fundamental data from diverse sources, translating these insights into a constantly updated daily ranking for its 140-180 US stock portfolio. This daily rebalancing mechanism, characteristic of AIEQ's high-turnover strategy, suggests Watson's analysis detected a shift in relative attractiveness for OTIS, prompting the reduction in exposure for this Industrials sector company at its current valuation.
weight 0.460% → 0.440% (-0.020 pp)·stock up 4.4% in the 30 days before
Jul 16·entry $75.00·now $73.48
-2.03%
since Jul 16
AIEQ · Weight increase · 2d
OTIS Worldwide Corp is currently priced at $73.14, near the lower end of its 52-week range of $69.34 to $101.07, and despite a 2.6% gain over the last 30 days, it has seen significant declines of 18.7% over 90 days and 22.3% over the past year. This positioning, close to its 52-week low but showing recent upward momentum, likely signaled a shift in underlying sentiment or fundamental outlook as processed by IBM Watson NLP, which ingests thousands of data points daily for AIEQ's rebalancing. The consecutive daily increase in AIEQ's weight, moving from 0.0000% to 0.4500% then 0.4600% on July 1st and July 3rd, suggests the system identified a compelling entry point where the company's PER of 18.89, revenue growth of 3.34%, and ROE of 14.92% became attractive given the depressed price levels. Operating with one of the highest turnovers in the AI ETF universe, AIEQ's swift accumulation of OTIS, an Industrials sector stock, indicates a conviction call based on both a potentially undervalued fundamental picture and improving sentiment, aligning with its broad market, fundamentals-plus-sentiment hybrid style.
weight 0 → 0.460% (new)·stock up 4.0% in the 30 days before
Jul 3·entry $73.49·now $73.48Fresh
-0.01%
since Jul 3
AIEQ · New entry · 1d
weight 0 → 0.450% (new)·stock up 1.9% in the 30 days before
Jul 1·entry $70.64·now $73.48Drifting
+4.02%
since Jul 1
AIVL · Weight decrease · 2d
A pattern of consecutive daily weight decreases for OTIS, seen most recently from 0.2068% to 0.2041% across July 14th and 15th, indicates a subtle but persistent reduction in the Industrials name's allocation within AIVL. This measured trimming occurs even as OTIS trades at $75.00, 74% of its 52-week high, and has experienced a positive 30-day return of 7.3%, suggesting the WisdomTree fund’s AI is not perceiving deeper value at these levels. Instead, the AI's evaluation of fundamentals—such as margins, return on capital, or debt—alongside valuation metrics, likely flags the company's 3.34% revenue growth or its 18.94 PER as insufficient to warrant higher conviction, prompting the system to distinguish it from a genuine value opportunity. The continuous scoring mechanism within the ~100 US value stocks in AIVL's portfolio thus prioritizes other holdings over OTIS, leading to its gradual de-weighting as the AI seeks to avoid potential value traps.
weight 0.207% → 0.204% (-0.003 pp)·stock up 2.0% in the 30 days before
Jul 15·entry $72.20·now $73.48
+1.77%
since Jul 15
AIVL · Weight decrease · 2d
OTIS is currently priced at $73.09, trading near the lower boundary of its 52-week range of $69.34 to $101.07, representing 72% of its 52-week high, following significant declines of 20.9% over 90 days and 25.1% over one year, despite a recent 30-day gain of 2.6%. While this price trajectory places OTIS within a value-factor pool, AIVL’s AI differentiates genuine value from value traps using a combination of fundamental and valuation metrics. The observed consecutive weight decrease from 0.2065% to 0.2036% suggests that AIVL’s AI, during its periodic rebalancing, reassessed OTIS. The fund’s AI likely evaluated the company’s 3.34% revenue growth and 18.94 PER alongside its 14.92% ROE, concluding that OTIS’s overall profile did not merit its prior portfolio allocation relative to other names, despite its current price level. This indicates the AI's dynamic scoring system identified less compelling value within OTIS compared to alternative investments in AIVL's approximately 100-stock US value universe.
weight 0.207% → 0.204% (-0.003 pp)·stock up 3.4% in the 30 days before
Jul 9·entry $72.00·now $73.48
+2.06%
since Jul 9
AIVL · Weight increase · 2d
AIVL's AI-driven approach, designed to identify genuine value opportunities among approximately 100 US value stocks, appears to be responding to recent market dynamics for OTIS. The fund's methodology, which evaluates fundamentals like return on equity (OTIS's 14.92%) alongside valuation metrics such as the price-to-earnings ratio (18.89), likely found an attractive entry point. Given OTIS's 90-day return of negative 19.7% and its current position near the lower end of its 52-week range, the AI likely classified the company as a compelling value rather than a value trap. The observed consecutive increases in weight reflect this re-evaluation within AIVL's periodic rebalancing schedule.
weight 0.201% → 0.206% (+0.006 pp)·stock up 5.1% in the 30 days before
Jul 6·entry $73.49·now $73.48Fresh
-0.01%
since Jul 6
AIVL · Weight decrease · 2d
The AIVL fund exhibited a discernible pattern of consecutive weight decrease in OTIS, gradually reducing its allocation from 0.2099% to 0.2005% over two weeks. This gradual divestment, occurring as OTIS declined 22.0% over 90 days to trade near the lower end of its 52-week range, indicates the WisdomTree AI's sensitivity to evolving value dynamics. The AI, tasked with distinguishing genuine value from value traps within its US value-factor universe, might be re-evaluating OTIS's attractiveness given its 18.89 PER and 3.34% revenue growth rate, even at a lower price point. Such a sustained reduction in holding suggests the AI's scoring mechanism, which incorporates fundamentals like return on equity and valuation metrics, identified a diminishing fit for OTIS within the portfolio's overall objective.
weight 0.207% → 0.201% (-0.006 pp)·stock up 1.9% in the 30 days before
Jul 1·entry $70.64·now $73.48
+4.02%
since Jul 1
AIVL · Weight decrease · 2d
OTIS's PER of 18.12, revenue growth of 3.34%, and 14.92% ROE are among the fundamental and valuation metrics AIVL’s AI processes to distinguish genuine value from value traps within its pre-filtered US value universe. The observed consecutive weight decrease in OTIS, from 0.2322% to 0.2037% between May 7th and June 1st, aligns directly with a period when the stock experienced a 30-day return of -10.8% and traded near its 52-week low of $69.34. This pattern suggests AIVL's AI, reacting to the stock's deteriorating price performance and potentially reassessing its valuation relative to its fundamentals, adjusted its score, indicating OTIS no longer merited its previous portfolio weight. WisdomTree's AI, tasked with identifying genuine value, would have re-evaluated OTIS at these price levels, prompting the systematic reduction of its portfolio weight to avoid a potential value trap.
weight 0.217% → 0.204% (-0.014 pp)·stock down 11.0% in the 30 days before
Jun 1·entry $69.34·now $73.48
+5.97%
since Jun 1
AIVL · Weight decrease · 2d
The AI fund likely implemented a consecutive weight decrease for OTIS due to its modest revenue growth and potentially negative technical indicators, suggesting a perceived decline in the stock's relative attractiveness or future prospects within the portfolio. For retail investors, this trend should serve as a prompt to critically re-evaluate their own holdings in OTIS, investigating potential underlying issues that sophisticated algorithms are reacting to.
weight 0.232% → 0.220% (-0.012 pp)·stock down 7.4% in the 30 days before
May 11·entry $74.00·now $73.48
-0.70%
since May 11
AIVL · Weight increase · 2d
The AI ETF likely initiated consecutive weight increases in OTIS, a stable industrial company with solid profitability (ROE 14.92%) and consistent revenue growth, signaling a recent positive catalyst or a perceived undervaluation following its earlier weight reduction. Retail investors can learn that even sophisticated algorithms identify opportunities to accumulate shares in fundamentally sound companies after a dip or when positive momentum emerges.
weight 0.226% → 0.232% (+0.006 pp)·stock down 2.6% in the 30 days before
May 7·entry $77.47·now $73.48Fresh
-5.15%
since May 7
AIVL · Weight decrease · 3d
The AI ETF likely implemented a series of weight decreases for OTIS, interpreting its modest 3.34% revenue growth and 19.59 P/E ratio as an indication of diminishing relative attractiveness or limited upside compared to other holdings in its universe. This systematic reduction suggests the AI has identified better opportunities or a less favorable risk-reward profile for OTIS within its investment criteria. For retail investors, this serves as a signal to re-examine OTIS's fundamental outlook and valuation, as the AI's objective analysis points to a reduced conviction in the stock.
weight 0.234% → 0.226% (-0.007 pp)·stock down 3.2% in the 30 days before
May 5·entry $75.62·now $73.48
-2.83%
since May 5
AIVL · Weight decrease · 2d
The AI likely initiated a consecutive weight decrease for OTIS due to its modest 3.34% revenue growth, potentially signaling a lack of strong catalysts or a perceived slowdown in its market segment. This persistent de-weighting suggests the AI's algorithm has detected an unfavorable trend for the industrials sector or identified more attractive investment opportunities elsewhere. For retail investors, this trend highlights that AI funds prioritize quantitative signals, making it crucial to evaluate broader economic trends and a company's relative performance beyond basic valuation multiples.
weight 0.234% → 0.229% (-0.004 pp)·stock down 2.5% in the 30 days before
May 4·entry $75.88·now $73.48
-3.16%
since May 4
PQUS · Exit · 1d
Pictet Asset Management's PQUS, which applies an AI ranking system to a US large-cap universe with sector-balance and concentration rules, removed OTIS during its periodic rebalance on July 10, 2026. This decision by the AI, managing approximately 165 US large-cap holdings, indicates that OTIS no longer met its specific criteria for inclusion. While the company's revenue growth stood at 3.34%, the AI likely weighed this against the stock's pronounced downturn, illustrated by its -23.1% 90-day return. At a current price of $72.00, trading at 71% of its 52-week high, OTIS's recent trajectory evidently led the AI ranking system to favor other opportunities within its measured turnover strategy.
weight 0.110% → 0 (exited)·stock up 2.6% in the 30 days before
Jul 10·entry $73.09·now $73.48
+0.53%
since Jul 10
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.